Kyle Rice

5 Years of Experience

Jacksonville, FL

2 DisclosuresBrokerSells Insurance

Kyle Rice is a registered investment advisor at Cetera Investment Advisers LLC, based in Jacksonville, FL, with 5 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Cetera Investment Advisers LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10345 advisors

IM Fee

Planning only

Assets Under Management

$163.8B

Location

10199 Southside Blvd, Jacksonville, FL, 32256

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History

Regulatory History (2)

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Financial

July 2020

Final

Financial

January 2020

Final

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Kyle is an independent health and life insurance agent representing Humana and United Healthcare's Medicare plans, dedicating about 10-20% of his time. He also sells fixed insurance through Capital Financial Strategies, spending a few hours per week on this activity.

Employment History

Current Registrations

Cetera Investment Advisers LLC

July 2023 - Present · 2 yrs 10 mos

Cetera Wealth Services, LLCBroker

July 2023 - Present · 2 yrs 10 mos

Previous Registrations

Securian Financial Services, INC.

April 2021 - August 2023 · 2 yrs 4 mos

Securian Financial Services, INC.Broker

August 2020 - August 2023 · 3 yrs

State Registrations5 states

FLGALANYTX

AdvisorBrokerBoth

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.

Exams

No exam information available for this advisor.

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