Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Rice is an investment advisor representative with Agata Investments LLC and has been in the industry since 2013. Thomas is registered in California and holds the Series 65 license. The firm's advisory services include portfolio advisory services. Thomas has experience in Silicon Valley networking, business strategy, and mentoring tech startups.
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.
Portfolio advisory service
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.
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CA
04/29/2022 - Present
Agata Investments LLC (LOS GATOS CA)
IA
Issued 11/10/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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