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Aaron V. Rice

PNC Investments

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About Aaron V. Rice

Aaron Rice is a financial advisor currently registered with PNC Investments. Aaron has been in the financial industry since February 14, 2008. Aaron has worked at several firms throughout their career, including BBVA Securities Inc. and Wells Fargo Advisors, LLC. Aaron is currently registered in California, Nevada, New York, and Washington, and holds Series 6, 7, 66, and SIE licenses.

Firm Information

Aaron Rice is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Rice’s Registration & Firm History

CA

08/18/2021 - Present

PNC Investments (ROSEVILLE CA)

CA

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (LINCOLN CA)

CA

04/23/2012 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (SACRAMENTO CA)

CA

05/10/2010 - 04/04/2012

WELLS FARGO ADVISORS, LLC (LINCOLN HILLS CA)

CA

10/26/2007 - 02/04/2010

EDWARD JONES (ROSEVILLE CA)

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Licenses & Designations

BOTH

Issued 02/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Aaron V. Rice. Review regulatory record here.
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