Donald Ray Rice

Employer firm

Money Management Services Inc CRD 106832

$443M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → Present
  Triad Advisors, Inc.
  Norcross, GA
• 09/1992 → Present
  Money Management Services, Inc.
  Birmingham, AL

Other Businesses

PRESIDENT & CCO OF MONEY MANAGEMENT SERVICES, INC., A REGISTERED INVESTMENT ADVISER; REGISTERED REPRESENTATIVE OF TRIAD ADVISORS, INC., AN NASD-REGISTERED BROKER/DEALER; SOLE PROPRIETOR OF A FARMING AND CONTRACTOR GRADING BUSINESS; HOLDS VARIOUS INSURANCE LICENSES WITH VARIOUS INSURANCE COMPANIES. THE RICE GROUP, INC. DIRECTOR/PRESIDENT/SHAREHOLDER, 2181 HULL RD. SUMITON, AL 35148, INSURANCE RELATED SALES, AGENT LICENSED- AL

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-26

Designations

• Certified Financial Planner