Holly
Rice
Wealthtrak Advisors
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About this Advisor
Holly Rice is a financial advisor who works in Virginia Beach, Virginia who has 4 years of industry experience. Rice is currently employed by Wealthtrak Advisors. Over the course of their career, Rice has held roles at Wealthtrak Advisors and Purshe Kaplan Sterling Investments. Rice maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Virginia. Wealthtrak Advisors is a business operating out of Virginia Beach, VA. It has $121 million in assets among its 618 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 618 client accounts, 16% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services are based on which service is provided. However, fees charged by Wealthtrak Advisors can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthtrak Advisors Brokerage Details
$121,166,349
6
618
$196,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Holly Rice Work History
Holly has been registered as a financial advisor for 4 years.*
Wealthtrak Advisors
Purshe Kaplan Sterling Investments
Wealthtrak Advisors
*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 Holly 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 Wealthtrak Advisors
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, VA
Virginia Beach, 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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