Dale Rice (CRD# 2394106) is an Investment Advisor Representative working at Dale Q. Rice Investment Management in Vancouver, WA and has over 30 years of experience in the finance industry.
CRD# 6758430
Middleton & Company
CRD# 2959986
Rain Capital Management
CRD# 6010341
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dale Q. Rice Investment Management, Ltd | Vancouver, WA | Sep 2011 - Current | 12 |
| Strategic Wealth Advisors Group | Vancouver, WA | Oct 2010 - Sep 2020 | 9 |
| Lpl Financial, LLC | Vancouver, WA | Sep 2010 - Sep 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- TX
- WA
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts255ACCOUNTS
-
Average Account Value$404,353
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, OR, TX, WA
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