Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Rice is a financial advisor who has been working in the industry since 2011. Gary is currently registered with Charles Schwab & CO., Inc. and has been with the firm since 2020. Previously, Gary was employed at USAA FINANCIAL ADVISORS, INC. and FIRST COMMAND FINANCIAL PLANNING, INC. Gary is licensed to provide investment advisory services in 43 states and holds a Series 7, Series 66 and SIE license.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
05/23/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
11/22/2013 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
10/20/2011 - 11/14/2013
FIRST COMMAND FINANCIAL PLANNING, INC. (COLORADO SPRINGS CO)
BOTH
Issued 12/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Gary Rice is the right advisor for you? Invested Better is here to help.
