Holly Michelle Rice
Investment adviser representative at Wealthtrak Advisors
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$214.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Purshe Kaplan Sterling InvestmentsJul 2014 to now
- Wealthtrak AdvisorsJan 2013 to now
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Wealthtrak Advisors
Legal name: Wealthtrak Capital Management, L.L.C.
$214.3MAssets managed
278Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4612923
- Firm CRD
- 160057