Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Chris Rice is a registered investment advisor representative with The Helix Financial Group, located in CARROLLTRON, TX. David Chris Rice has been working in the financial industry since 1988. David Chris Rice is also a registered investment advisor in the state of Texas. David Chris Rice has a Series 7, Series 24 and Series 63 licenses. David Chris Rice provides financial planning, portfolio management for businesses and individuals. The Helix Financial Group has 2 licensed agents and 2 investment adviser representatives.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/09/2009 - Present
THE Helix Financial Group (CARROLLTRON TX)
FL
07/16/2001 - 08/04/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
AZ
06/22/1999 - 07/17/2001
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
NY
08/19/1997 - 02/09/1998
GKN SECURITIES CORP. (NEW YORK NY)
FL
06/11/1996 - 11/12/1997
TUSCANY EQUITY MANAGEMENT CORPORATI0N (DEERFIELD BEACH FL)
NY
06/25/1997 - 08/06/1997
GLOBAL STRATEGIES GROUP, INC. (NEW YORK NY)
FL
03/15/1996 - 06/25/1996
THE AGEAN GROUP, INC (BOCA RATON FL)
NY
04/19/1994 - 03/19/1996
H.J. MEYERS & CO., INC. (ROCHESTER NY)
CO
06/24/1992 - 03/09/1994
TAMARON INVESTMENTS, INC. (ENGLEWOOD CO)
NA
10/18/1988 - 06/25/1992
J. W. GANT & ASSOCIATES, INC.
NA
08/18/1988 - 10/22/1988
THE STUART-JAMES COMPANY, INCORPORATED
IA
Issued 06/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1992
Series 24 - General Securities Principal Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Rice is the right advisor for you? Invested Better is here to help.
