Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Rice is a registered investment advisor representative with Captrust. Timothy has been in the financial services industry since June 2004. Timothy has a wide range of experience, having worked with several firms prior to joining Captrust. Timothy has a proven track record of success in providing financial advice and investment management services. Timothy is dedicated to helping clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IN
08/07/2024 - Present
Captrust (Chesterton IN)
IN
05/06/2020 - 08/05/2024
CAPFINANCIAL SECURITIES, LLC. (Chesterton IN)
IN
05/30/2008 - 05/07/2020
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IN
06/02/2004 - 05/30/2008
FFP SECURITIES, INC. (CHESTERTON IN)
BC
Issued 06/04/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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