Ian Rice is a CFP, ChFC-designated registered investment advisor, based in Wilsonville, OR, with 15 years of industry experience.
Location
9450 SW Commerce Circle, Ste. 400, Wilsonville, OR, 97070
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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
Ian is an advisory representative of a registered investment advisor, dedicating nearly full-time hours to this role. He also owns a CrossFit gym, receives paid referrals for insurance business, works as an insurance agent for various independent insurance companies, owns real estate rental property, and owns a consulting business.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations27 states
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