Unclaimed
Martin Rice is an investment advisor representative with Sanctuary Advisors, LLC. Martin has been in the financial industry since September 1998. Martin is licensed in Indiana, Florida, Tennessee and Louisiana and holds the Series 66, SIE, Series 31 and Series 7 licenses. Prior to joining Sanctuary Advisors, LLC, Martin was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indianapolis, IN. Martin is a member of the Crossroads Council - Boy Scouts of America and is involved in several other business ventures including Performance Unlimited LLC and Performance Aviation LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
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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2
IN
09/28/2018 - Present
Sanctuary Advisors, LLC (Indianapolis IN)
IN
09/09/1998 - 10/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
BOTH
Issued 09/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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