CFP

Donald Rice

20 Years of Experience

Birmingham, AL

1 DisclosureSells Insurance

Donald Rice is a CFP-designated registered investment advisor at Money Management Services INC, based in Birmingham, AL, with 20 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 504 clients with $390M in assets under management.

Money Management Services INC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

5 advisors

IM Fee

Planning only

Assets Under Management

$389.2M

Location

3410 Independence Drive, Birmingham, AL, 35209-5604

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History

Regulatory History (1)

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Customer Dispute

October 2006

Closed-No Action

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Other Business ActivitiesSells Insurance

Donald is the President & CCO of Money Management Services, Inc., a registered investment adviser, and a registered representative of Triad Advisors, Inc. He also owns a farming and contractor grading business, and holds various insurance licenses, including being a Director/President/Shareholder at The Rice Group, Inc. for insurance-related sales.

Employment History

Current Registrations

Money Management Services INC

January 2006 - Present · 20 yrs 4 mos

State Registrations2 states

ALTX

Advisor

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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