Brittany Rice, financial advisor Greenwood Village CO

Brittany Rice

CRD Number: 6244430
Current Firm: Mercer Global Advisors Inc.

Brittany Rice (CRD# 6244430) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Greenwood Village, CO and has over 2 years of experience in the finance industry. Brittany 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.

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Professional Designations
Company Name Location Dates Years
Lion Street Financial Greenwood Village, CO Feb 2021 - Current < 1
Mercer Global Advisors Inc. Greenwood Village, CO Jul 2020 - Current 1
Raymond James Financial Services Greenwood Village, CO Apr 2018 - Sep 2020 2
Mj Smith And Associates Greenwood Village, CO Aug 2013 - Jun 2020 6
Raymond James Financial Services Greenwood Village, CO Aug 2013 - Apr 2018 4
Unemployed Fort Collins, CO Jun 2013 - Aug 2013 < 1
Sonny Lubick Steakhouse Fort Collins, CO Mar 2009 - Jun 2013 4
Colorado State University Fort Collins, CO Aug 2007 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
Contact Info for Brittany E. Rice
Phone Number: 888-565-1681
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    19,870
    MILLIONS
  • Total Number of Accounts
    38,429
    ACCOUNTS
  • Average Account Value
    $517,055
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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