Kyle
Rice

Brighton Jones LLC

CRD#7099219
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Kyle Rice is a financial advisor based in Scottsdale, Arizona, working with Brighton Jones LLC. Kyle has previously held positions at Redwood Investment Management, LLC, Mcdowell High School, University Of Arizona Eller College Of Management, Delta Sonic Car Wash, Edward Jones, Sonora Investment Management, Northern Lights Distributors, LLC, and Brighton Jones. Kyle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Kyle is part of Brighton Jones LLC, which operates out of Scottsdale, Arizona. The firm has 18 offices and 241 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brighton Jones LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

4211 N. Marshall Way, Suite 100
Scottsdale, AZ 85251

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Brighton Jones LLC Brokerage Details

Total Assets Under Management

$12,488,348,504

AZ Average: $3,566,627,242
Total Number of Employees

241

AZ Average: 46
Total Number of Accounts

2,978

AZ Average: 1,499
Average Account Size

$4,193,535

AZ Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Kyle Rice Work History

2021 - Present (3 years)

Brighton Jones

2021 - 2021 (< 1 year)

Redwood Investment Management, LLC

2021 - 2021 (< 1 year)

Northern Lights Distributors, LLC

2019 - 2019 (< 1 year)

Edward Jones

2019 - 2020 (1 year)

Sonora Investment Management

2017 - 2020 (3 years)

University Of Arizona Eller College Of Management

2016 - 2019 (3 years)

Delta Sonic Car Wash

2013 - 2017 (4 years)

Mcdowell High School

Disclosures

Please visit the SEC profile of Kyle Rice to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brighton Jones LLC

Elissa Nelson
Seattle, WA
Gavin Dayment
Seattle, WA
Jesica Ray
Seattle, WA
Nicholas Pursley
Seattle, WA
Michael Curtis
Seattle, WA
John Curle
Seattle, WA
Shyanne Render
Seattle, WA
Lauren Rodgers
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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