Advisors at this firm
J. R
Series 66
Fort Worth, TX
Rhodes Investment Advisors, Inc.
J. Rhodes is a financial advisor at Rhodes Investment Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has served as CEO and shareholder of Rhodes Securities, Inc., as well as president and shareholder of FRIE Financial Group Inc. Outside of finance, he is an officer of Scruddle, an internet company, and a member of Fletch Capital LLC, an options trading firm. Rhodes Investment Advisors, Inc. serves individuals, trusts, estates, and retirement plans by providing portfolio management, financial planning, consulting, and third-party manager selection. The firm manages discretionary and non-discretionary accounts using a combination of charting, fundamental and technical analysis, and may recommend third-party managers to match client objectives.
James P
Series 63, Series 65
Fort Worth, TX
Rhodes Investment Advisors, Inc.
James Palmer is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Rhodes Investment Advisors and its affiliated broker-dealer, Rhodes Securities, Inc., since 2002. Palmer also works as an insurance agent representing several companies. Rhodes Investment Advisors serves individuals, trusts, estates, and retirement plans, providing portfolio management, financial planning, consulting, and third-party manager selection. The firm manages both discretionary and non-discretionary accounts, employing a combination of charting, fundamental and technical analysis, and may recommend third-party managers when appropriate.
Jordan J
Series 66
Claremore, OK
Rhodes Investment Advisors, Inc.
Jordan Jones is a financial advisor at Rhodes Investment Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has been with Rhodes Securities, Inc. since 2018. Outside of finance, he teaches adult education classes at The Chattery in Chattanooga, TN. Rhodes Investment Advisors, Inc. serves individuals, trusts, estates, and retirement plans, providing portfolio management, financial planning, consulting, and third-party manager selection. The firm employs a range of strategies including charting, fundamental and technical analysis, and manages accounts on both discretionary and non-discretionary bases.
Guy C
CFP®, Series 63, Series 65
Fort Worth, TX
Rhodes Investment Advisors, Inc.
Guy Cumbie is a CFP® with 42 years of industry experience and is the principal of Cumbie Advisory Services, Inc. in Fort Worth, TX, where he has worked since 2007. He has also been affiliated with Rhodes Investment Advisors, Inc., Rhodes Securities, Inc., and Cumbie Financial Services for multiple decades. Outside of his advisory work, he operates a non-investment related ranch. Cumbie Advisory Services, Inc. provides financial planning and investment management consulting primarily to individuals, high-net-worth clients, retirement plans, and trusts. The firm acts as a non-discretionary consultant, focusing on diversified, low-cost portfolios and research-based strategies while recommending independent money managers and maintaining a fee-for-service model.
Timothy S
CFP®, Series 63
Edmond, OK
Rhodes Investment Advisors, Inc.
Timothy Singleton is a CFP® with 39 years of industry experience, currently serving at Rhodes Investment Advisors, Inc. since 2004. He has a background as a CPA dating back to 1986 and has been affiliated with Rhodes Securities, Inc. since 1991. In addition to his advisory role, he prepares tax returns for investment clients and works as an insurance agent representing several companies. Rhodes Investment Advisors, Inc. serves individuals, trusts, estates, and retirement plans with portfolio management, financial planning, consulting, and third-party manager selection. The firm employs a combination of charting, fundamental and technical analysis, and may recommend third-party managers to align with clients’ goals.
Kevin V
Series 66
Fort Worth, TX
Rhodes Investment Advisors, Inc.
Kevin Varrichio is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Rhodes Securities, Inc. since 2016 and briefly at Fidelity Brokerage Services LLC. Outside of his advisory role, he is a member of Fetch Capital LLC, a company involved in options trading. Rhodes Investment Advisors, Inc. serves individuals, trusts, estates, and retirement plans by providing portfolio management, financial planning, consulting, and third-party manager selection. The firm manages both discretionary and non-discretionary accounts and employs a combination of charting, fundamental and technical analysis in its investment approach.
Joseph J
Series 66
Fort Worth, TX
Rhodes Investment Advisors, Inc.
Joseph Jones is a financial advisor at Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 66 designation with 17 years of industry experience. He has worked at Rhodes Securities, Inc. since 2015. In addition to his advisory role, Jones is an insurance agent and independent contractor affiliated with Rhodes Securities, where he sells variable and fixed insurance products. Rhodes Investment Advisors serves individuals, trusts, estates, and retirement plans with portfolio management, financial planning, consulting, and third-party manager selection. The firm manages accounts on both discretionary and non-discretionary bases, employing charting, fundamental, and technical analysis, and may recommend third-party managers to align with client objectives.
John V
Series 63, Series 65
Fort Worth, TX
Rhodes Investment Advisors, Inc.
John Vann is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Rhodes Investment Advisors and its affiliated Rhodes Securities since 2002. Outside of his advisory role, he works as an insurance agent representing several companies. Rhodes Investment Advisors serves individuals, trusts, estates, and retirement plans by offering portfolio management, financial planning, consulting, and third-party manager selection. The firm manages both discretionary and non-discretionary accounts using charting, fundamental and technical analysis, and may recommend outside managers to better align with client goals.
Craig W
Series 63
Fort Worth, TX
Rhodes Investment Advisors, Inc.
Craig Wade is a financial advisor with Rhodes Investment Advisors, Inc. in Fort Worth, TX, holding a Series 63 designation and over 42 years of industry experience. He has been with Rhodes Investment Advisors since 1997 and Rhodes Securities, Inc. since 1988. Wade is also an insurance agent representing several companies. Rhodes Investment Advisors, Inc. serves individuals, trusts, estates, and retirement plans with portfolio management, financial planning, consulting, and third-party manager selection. The firm manages accounts on both discretionary and non-discretionary bases, employing charting, fundamental and technical analysis, and may recommend outside managers to align with client goals.