James D. Rice,  CFP<sup>&reg;</sup> - Financial Advisor

James D. Rice, CFP®

Private Wealth Advisor/Franchise Owner

Rice & Associates

8832 Blakeney Professional Dr., Ste. 302
Charlotte, NC 28277
(704) 944-2060 CONNECT WITH James
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James Rice is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rice & Associates in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Government & Military, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances


Helpful Financial Planning Resources