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Richard John Tice

Valley Brook Capital Group

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About Richard John Tice

Richard Tice is an Investment Advisor Representative with Valley Brook Capital Group. Richard has been working in the financial services industry since January 2008. Richard is registered with the state of Pennsylvania. Richard is also a partner in McCall Scanlon & Tice, LLC, a public accounting firm. Richard specializes in providing financial planning, pension consulting, and portfolio management for individuals. Valley Brook Capital Group provides financial planning, portfolio management, and pension consulting services to high-net-worth individuals, corporations, and other entities.

Firm Information

Richard Tice is currently registered with Valley Brook Capital Group. Valley Brook Capital Group is an investment advisor located in Venetia, Pennsylvania. The firm manages over $168 million in assets for a diverse range of clients, including individuals, corporations, and retirement plans. Valley Brook Capital Group provides financial planning, pension consulting, and portfolio management services.
Valley Brook Capital Group

538 VALLEY BROOK ROAD

VENETIA, PA 15367

$168.81M

Assets Under Management

Not reported

Total Clients

7

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Richard Tice’s Registration & Firm History

PA

10/23/2018 - Present

Valley Brook Capital Group (PITTSBURGH PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard John Tice.
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