Unclaimed Profile

Melody Kay Rice

VERIDAN WEALTH·WEST LINN, Oregon

Clean recordVERIDAN WEALTH

1742 WILLAMETTE FALLS DR, WEST LINN, OR 97068CRD# 4576732Firm CRD# 329666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Melody Kay Rice · WEST LINN, OR

Registration

CRD #4576732 · VERIDAN WEALTH

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Melody Kay Rice is a registered financial advisor based in WEST LINN, Oregon, affiliated with VERIDAN WEALTH. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Melody

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Melody is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

VERIDAN WEALTH

AUM

$289M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VERIDAN WEALTH →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4576732

Firm CRD# 329666

View on FINRA BrokerCheck →

Looking for a financial advisor in WEST LINN?

Browse all registered financial advisors in WEST LINN, Oregon or claim this profile if it's yours.

Browse WEST LINN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Melody Kay Rice offer?

Melody Kay Rice specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST LINN, Oregon for a consultation.

What are Melody Kay Rice's credentials?

Melody Kay Rice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melody Kay Rice located?

Melody Kay Rice is based in WEST LINN, Oregon, working with VERIDAN WEALTH. Their office serves clients in the WEST LINN metropolitan area and surrounding communities.

How does Melody Kay Rice charge for services?

Melody Kay Rice's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERIDAN WEALTH?

VERIDAN WEALTH has approximately 5 employees and manages $289M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →