Rhett Lee Fendley

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2010 → Present
  Lpl Financial
  Pace, FL

Previous Registrations

• 2009-08-18 → 2010-03-25
  Park Avenue Securities Llc
  Pensacola, FL
  Pace, FL
  Tallahassee, FL
  Pensacola, FL

Other Businesses

1. 03/22/10 - THE FENDLEY GROUP LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Milton, FL - Time Spent 1% 2. 02/17/2011 - PREMIER WEALTH MANAGEMENT PARTNERS - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 3. 04/16/2026 - Rhett L Fendley LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related -

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-07-29
• S63 Uniform Securities Agent State Law Examination
  2006-04-07