Andrea
Rice

Wealthway Financial Advisors

CRD#7031023
Investment Advisor
in Norfolk, VA

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About this Advisor

Andrea Rice is a financial advisor based in Norfolk, Virginia who has 1 year of industry experience. Rice currently works for Wealthway Financial Advisors. During their career, the advisor has held roles at Fruitive LLC, Starbucks, Lucky Brand Jeans, Ubs Financial Services Inc and Wealthway Financial Advisors. Rice holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in North Carolina and Virginia. Wealthway Financial Advisors is a company headquartered in Norfolk, VA. It controls $164 million in assets under management across its 561 accounts, placing it among the mid-sized firms in the country by assets under management. Of its 561 accounts, 40% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. Fees for financial advice usually vary depending on which services are provided. However, fees charged by Wealthway Financial Advisors typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets

Office Location

440 Monticello Ave, Suite 1620
Norfolk, VA 23510

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Wealthway Financial Advisors Brokerage Details

Total Assets Under Management

$164,311,000

VA Average: $1,835,309,194
Total Number of Employees

4

VA Average: 32
Total Number of Accounts

561

VA Average: 1,458
Average Account Size

$292,889

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Andrea Rice Work History

Andrea has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wealthway Financial Advisors

2018 - 2022 (4 years)

Ubs Financial Services Inc

2016 - 2018 (2 years)

Fruitive LLC

2014 - 2016 (2 years)

Starbucks

2013 - 2014 (1 year)

Lucky Brand Jeans

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrea 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 Wealthway Financial Advisors

Andrea Rice
Norfolk, VA
Allison Dubreuil
Norfolk, VA
Cody Hawkins
Norfolk, VA
Kevin Zywna
Norfolk, VA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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