William Rice is a registered investment advisor, based in Longview, TX, with 13 years of industry experience.
Location
140 E Tyler St., Ste 240, Longview, TX, 75601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William works as a financial advisor for Concurrent Investment Advisors DBA Eagle Capital Advisors, LLC, dedicating full-time hours to offering investment advice. He also spends minimal time selling fixed/traditional insurance products and has a personal investment with Concurrent Partners 1.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.