Sandra Rice, financial advisor Lees Summit MO
93 score

Sandra Rice

CRD Number: 4597592
Current Firm: H.d. Vest Advisory Services, Inc.

Sandra Rice (CRD# 4597592) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Lees Summit, MO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Advisory Services Lees Summit, MO Mar 2015 - Current 1
Hd Vest Financial Services Lees Summitt, MO Mar 2015 - Current 1
Sl Rice & Associates LLC Lees Summit, MO Sep 2006 - Current 10
Various Insurance Carriers Lee's Summit, MO Oct 2004 - Current 12
Cetera Advisors LLC Denver, CO Jan 2013 - Mar 2015 2
Multi-financial Securities Corporation Denver, CO Sep 2009 - Dec 2012 3
New England Securities Overland Park, KS Sep 2006 - Sep 2009 3
Waddell & Reed, Inc. Kansas City, MO Oct 2004 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for Sandra L. Rice
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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