JR
ChFC
JR
ChFC

John Rice

44 Years of Experience
Las Vegas, NV
1 DisclosureSells Insurance

John Rice is a ChFC-designated registered investment advisor at Fourstar Wealth Advisors, LLC, based in Las Vegas, NV, with 44 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,314 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$944K average
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)

FourStar Wealth Advisors offers investment management services for an annual fee based on the amount of assets they manage. The fee can be a graduated scale, a flat fee, or a combination, depending on your needs. Flat fees are based on the complexity of your situation. Fees may also be charged hourly ($200-$500/hour) or on a project basis. The annual fee is charged quarterly, in advance, based on the market value of your investments on the last day of the previous billing period.

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Location

3785 E Sunset Rd, Ste A10, Las Vegas, NV, 89120

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2021
Settled
Other Business ActivitiesSells Insurance

John is an insurance agent/representative since 1982, dedicating about 10-20% of his time to outside insurance activities. He also owns rental properties managed by Blackrock Mountain Resort since 2021, requiring minimal time.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
Independent Financial Group, LLCBroker
July 2022 - September 2022 · 2 mos
Independent Financial Group, LLC
July 2022 - September 2022 · 2 mos
Npb Financial Group, LLC
March 2015 - July 2022 · 7 yrs 4 mos
Npb Financial Group, LLCBroker
March 2015 - July 2022 · 7 yrs 4 mos
Independent Financial Group, LLC
January 2014 - March 2015 · 1 yr 2 mos
Independent Financial Group, LLCBroker
November 2011 - March 2015 · 3 yrs 4 mos
World Capital Brokerage, INC.Broker
October 2009 - September 2011 · 1 yr 11 mos
Financial Advisers of America, LLCBroker
March 2009 - August 2009 · 5 mos
Financial Advisers of America, LLC
March 2009 - August 2009 · 5 mos
American Wealth Advisors, LLC
January 2009 - December 2009 · 11 mos
Pruco Securities, LLC.Broker
May 2008 - December 2008 · 7 mos
Allstate Financial Services, LLCBroker
January 2003 - May 2008 · 5 yrs 4 mos
First Heartland Capital, INC.Broker
January 1998 - January 2003 · 5 yrs
Lincoln Benefit Financial Services, INC.Broker
July 1995 - December 1997 · 2 yrs 5 mos
Hornor, Townsend & Kent, INC.Broker
January 1993 - June 1995 · 2 yrs 5 mos
Penn Mutual Equity Services, INC.Broker
January 1991 - September 1992 · 1 yr 8 mos
Prudential-Bache Securities INC.Broker
May 1988 - October 1989 · 1 yr 5 mos
Shearson Lehman Hutton INC.Broker
April 1988 - August 1988 · 4 mos
E. F. Hutton & Company INCBroker
April 1984 - April 1988 · 4 yrs
Aetna Life Insurance and Annuity CompanyBroker
June 1983 - June 1988 · 5 yrs
The Lincoln National Life Insurance CompanyBroker
November 1978 - June 1982 · 3 yrs 7 mos
State Registrations1 state
NV
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.
John Rice - Financial Advisor | TrueAdvisor