Robert Scott Rice
Investment adviser representative at Generational Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$568.8MFirm 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
- Seminars and workshops
Experience
12 years in the industry.
- Generational Wealth AdvisorsFeb 2026 to now
- Charles Schwab & Co., Inc.Mar 2017 to Feb 2026
- Grand Financial, Inc.Sep 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Generational Wealth Advisors
Legal name: Talis Advisory Services, LLC
$568.8MAssets managed
184Clients
14Advisers
19 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
- 5766631
- Firm CRD
- 135145