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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gerard Rice is a financial advisor with over 14 years of experience in the industry. He is currently registered with the state of Massachusetts as a Registered Investment Advisor and is also registered with the state of California and Florida as a Broker-Dealer. Robert Gerard Rice has a strong background in financial planning and investment management, and he is dedicated to helping clients achieve their financial goals. He has passed the Series 66, Series 7 and SIE exams. He is affiliated with Integrated Wealth Concepts LLC, a firm specializing in financial planning, portfolio management for individuals, and selection of other advisors. Integrated Wealth Concepts LLC has over 13.5 billion dollars in regulatory assets under management. The firm's main office is located in Waltham, Massachusetts. Robert Gerard Rice's office is also located in Waltham, Massachusetts.
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.
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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MA
01/18/2017 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
IN
07/03/2013 - 12/19/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 09/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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