Kevin Rice
Investment adviser representative at Intellus Advisors, LLC
23 yearsExperience
1 stateRegistered in
$1.4BFirm assets
2 yearsFirm in business
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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
23 years in the industry.
- Intellus Advisors, LLCOct 2024 to now
- Raymond James & Associates, IncJun 2024 to Sep 2024
- Robert W. Baird & Co.Feb 2023 to Jun 2024
- Sp Plus Parking CorporationAug 2022 to Jan 2023
- CitigroupJun 2022 to Aug 2022
- Costco Wholesale CorporationSep 2021 to Apr 2022
- Education Foundation of Sarasota CountyJun 2021 to Aug 2021
- Whole Foods Market CorporationOct 2019 to May 2021
- Target CorporationJul 2017 to Aug 2019
- N/aFeb 2001 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Intellus Advisors, LLC
$1.4BAssets managed
1,029Clients
9Advisers
2 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
- 7697155
- Firm CRD
- 332883