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Melody Kay Rice

VERIDAN WEALTH·WEST LINN, Oregon
SIE, Series 7, Series 65, Series 66Clean record1 years registeredVERIDAN 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 · 1 years registered
Brand Profile
Not yet started
01

Career History

VERIDAN WEALTH
Aug 2024 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Series 66
Registration record
First registered · August 28, 2024
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VERIDAN WEALTH
CRD 329666 · SEC 801-130309
AUM
$289M
Regulatory assets under management
Employees
5
670 client accounts
Services offered by VERIDAN WEALTH
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VERIDAN WEALTH →
Introduction

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05

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.
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Other Advisors at VERIDAN WEALTH

Patrick J Haley
WEST LINN, OR
Laura Consuelo Steagall-Cissell
WEST LINN, OR

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (296)LAKE OSWEGO (96)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)JACKSONVILLE (8)GRANTS PASS (8)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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