Matthew RiceCRD Number: 5341352
Current Firm: Riverpoint Capital Management, LLC
Matthew Rice (CRD# 5341352) is an Investment Advisor Representative working at Riverpoint Capital Management, LLC in Indianapolis, IN and has over 4 years of experience in the finance industry. Matthew 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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|Riverpoint Capital Management||Indianapolis, IN||May 2016 - Current||1|
|Buckingham Asset Management, LLC||St. Louis, MO||Oct 2014 - May 2016||1|
|Hufford Advisors, LLC||Indianapolis, IN||Apr 2013 - Nov 2014||1|
|Tiaa-cref Individual & Institutional Services, LLC||West Lafayette, IN||Jun 2012 - Apr 2013||< 1|
|Tiaa||West Lafayette, IN||Jun 2012 - Apr 2013||< 1|
|Rjp Investment Advisors, LLP||Indianapolis, IN||Mar 2008 - Jun 2012||4|
|Charles Schwab & Company, Inc.||Fishers, IN||Nov 2007 - Mar 2008||< 1|
|American United Life||Indianapolis, IN||May 2007 - Nov 2007||< 1|
|Daimler Chrysler||Kokomo, IN||Apr 1995 - May 2007||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management2,103MILLIONS
Total Number of Accounts2,657ACCOUNTS
Average Account Value$791,410
- A percentage of assets under your management
- 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
AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NJ, NY, OH, PA, TN, TX, VA
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