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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Rice is an investment advisor representative with Alphastar Capital Management. Donald has been in the financial services industry since 2011 and has experience in various areas including fixed insurance and annuity sales, health insurance sales, and investment advisory services. Donald holds Series 6, 63, and 65 licenses. Donald provides financial planning, pension consulting, and portfolio management services for individuals. Donald specializes in providing investment advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Donald has worked for several firms over the course of his career including Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Synergy Financial Partners. Donald is currently registered with the state of Georgia as an investment advisor representative.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
03/28/2024 - Present
Alphastar Capital Management (CORNELIUS NC)
GA
11/16/2017 - 06/14/2018
TRANSAMERICA FINANCIAL ADVISORS, INC (JOHNS CREEK GA)
BC
Issued 12/27/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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