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Gregory Benjamin Rice

Investment adviser representative at Enduring Wealth Management, LLC
23 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$205MFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Enduring Wealth Management, LLCMay 2025 to now
  2. Raymond James & Associates, IncJan 2018 to now
  3. UBS Financial Services Inc.Aug 2006 to Jan 2018
  4. U. S. Bancorp Piper Jaffray Inc.Jul 2003 to Jan 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 5 states (CA, ID, OR, TX, WA).

Enduring Wealth Management, LLC

$205MAssets managed
173Clients
1Advisers
1 yearIn 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
4681869
Firm CRD
337527
Advisor's SEC record (opens in a new tab)
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