Aaron
Rice

Pnc Investments

CRD#5416008
Investment Advisor
in Jackson, CA

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About this Advisor

Aaron Rice is a financial advisor operating out of Jackson, California, who has been in the advisory business for 12 years. Rice currently works for Pnc Investments. Their career trajectory has included roles at Bbva Compass Investment Solutions, Inc, Compass Bank, Wells Fargo Advisors, Bbva Wealth Solutions Inc, Bbva Securities Inc, Bbva Compass Insurance Agency, Inc and Pnc Investments. Rice holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California. Pnc Investments is an advisory firm based in Jackson, California. The investment advisory business has offices in 804 locations and a total of 1,516 financial advisors. It handles $26 billion in assets among its 150,141 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 211 charities and foundations. Of its 150,141 client accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services are based on the type of services. However, fee types charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

12200 Industry Boulevard
Jackson, CA 95642

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

CA Average: $15,833,994,310
Total Number of Employees

1,516

CA Average: 41
Total Number of Accounts

150,141

CA Average: 3,342
Average Account Size

$176,000

CA Average: $4,737,880

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Aaron Rice Work History

Aaron has 12 years of experience.

2021 - Present (1 year)

Pnc Investments

2013 - 2021 (8 years)

Bbva Securities Inc

2012 - 2013 (1 year)

Bbva Compass Investment Solutions, Inc

2012 - 2021 (9 years)

Compass Bank

2012 - 2021 (9 years)

Bbva Wealth Solutions Inc

2012 - 2021 (9 years)

Bbva Compass Insurance Agency, Inc

2010 - 2012 (2 years)

Wells Fargo Advisors

Disclosures

Aaron Rice has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Jared Hughes
Charlotte, NC
Deborah Chamblee
Birmingham, AL
Jennifer Stoll
Cleveland, OH
Julian Singleton
Pittsburgh, PA
Robert Zigmond
Charlotte, NC
John Randall
Chardon, OH
Nicole Moses
Mckeesport, PA
Andrew Psilis
Rochester, MI

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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