Jennifer
Rice
Scott Capital Advisors, LLC
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About this Advisor
Jennifer Rice is a financial advisor who works out of Portland, Oregon, with a total of 1 year of relevant experience. Rice is an advisor for Scott Capital Advisors, LLC. During their career, Rice has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Scott Capital Advisors, LLC. Rice has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Oregon. Scott Capital Advisors, LLC is a registered investment company operating out of Portland, OR. It controls $769 million in assets under management among its 827 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 827 accounts, 21% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually depend on which services the firm provides the client. Fees billed by Scott Capital Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Scott Capital Advisors, LLC Brokerage Details
$768,896,355
9
827
$929,742
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jennifer Rice Work History
Jennifer has been registered as a financial advisor for 1 years.*
Scott Capital Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Jennifer 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 Scott Capital Advisors, LLC
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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