Albert Rhodes Wilson

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/1989 → Present
  A. Rhodes Wilson & Associates, Inc
  Ottsville, PA
• 03/2013 → 03/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 03/2013 → 03/2017
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 03/2017 → 07/2024
  Guardian Life Insurance Company
  Ottsville, PA
• 03/2017 → 08/2024
  Park Avenue Securities
  Ottsville, PA
• 08/2024 → Present
  Mml Investors Services, Llc
  Wilkes-Barre, PA
• 07/2024 → Present
  Massmutual Life Insurance Company
  Wilkes-Barre, PA

Previous Registrations

• 2017-03-28 → 2024-08-05
  Park Avenue Securities Llc
  Doylestown, PA
  Reston, VA
  Ottsville, PA
• 2013-03-18 → 2017-03-30
  Cambridge Investment Research Advisors, Inc.
  Doylestown, PA
• 2007-07-27 → 2013-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Doylestown, PA
• 2006-12-04 → 2007-08-02
  Securities America Advisors, Inc.
  Doylestown, PA
  Doylestown, PA
• 2004-07-19 → 2006-12-05
  Investment Advisors Asset Management, Llc
  Doylestown, PA

Other Businesses

1) Name: A. Rhodes Wilson, Inv Rel: Y Addr: @ residential on file, Nature: Outside Insurance Sales, Position: Agent, Start: 8/1/2024, No Hr/Mo: 5 No Hr/Mo Dur Trading: 5 Duties: Life and Fixed annuities. 2)Name: A. Rhodes Wilson & Associates Inc, dba Dynamic Tax Solutions, Inv Rel: Y Addr: @ residential on file, Nature: Tax Preparation & Planning, Position: Owner/Tax preparer, Start: 6/1/1989, No Hr/Mo: 20 No Hr/Mo Dur Trading: 10, Duties: Tax preparation primarily for individuals and a few small businesses. 3) Name: American Legion Post 950 Inv Rel: N Add: 238 Ash Lane, Riegelsville, PA 18077 Nature: Board Service Position: Adjutant (Secretary) Start Date: 07/01/2025 No Hrs/Mo: 6 No/Hrs Mo dur trading: 0 Describe Duties: Taking board meeting notes. Maintaining Post rosters.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-05-01

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Rhodes Wilson
• A Rhodes Wilson
• Albert Rhodes Wilson