Dale Rice (CRD# 2644016) is an Investment Advisor Representative working at Intentional in Fort Mill, SC and has over 28 years of experience in the finance industry. Dale Rice has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Intentional, LLC | 850 Bee Balm Trail, SC | Apr 2022 - Current | 2 |
| Prime Wealth Management | Bethesda, MD | May 2012 - Current | 11 |
| Commonwealth Financial Network | Waltham, MA | May 2012 - Mar 2022 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2004 |
- MD
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Total Assets Under Management125MILLIONS
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Total Number of Accounts430ACCOUNTS
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Average Account Value$290,040
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
DE, FL, HI, MD, NC, SC, VA
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