Dale
Rice
Intentional
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About this Advisor
Dale Rice is a financial advisor based in Fort Mill, South Carolina, working with Intentional. Dale has previously held positions at Commonwealth Financial Network, Prime Wealth Management, and Intentional, LLC. Dale has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland. Currently, Dale is part of Intentional, which operates out of Fort Mill, South Carolina. The firm has one office and three employees. The firm manages assets totaling $124.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Intentional includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Intentional Brokerage Details
$124,717,218
3
430
$290,040
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Dale Rice Work History
Intentional, LLC
Prime Wealth Management
Commonwealth Financial Network
Disclosures
Please visit the SEC profile of Dale 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 Intentional
Fort Mill, SC
Fort Mill, SC
New Market, MD
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.
