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Gregory B. Rice

ENDURING WEALTH MANAGEMENT
Meridian, ID
Some features on this profile are disabled
CRD#: 4681869
GR

Professional summary

Gregory Benjamin Rice, CFP®, who also goes by Ben Rice, G. Ben Rice, is a registered financial advisor currently at ENDURING WEALTH MANAGEMENT, LLC located in Meridian, Idaho.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Gregory has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ben Rice | G. Ben Rice

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Benjamin Rice's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

July 28, 2025 - Present

ENDURING WEALTH MANAGEMENT, LLC

RIA
CRD#: 337527
Meridian, ID
Past

January 10, 2018 - August 25, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Eagle, ID
Past

January 10, 2018 - August 25, 2025

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Eagle, ID
Past

August 12, 2006 - January 17, 2018

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
BOISE, ID
Past

August 12, 2006 - January 17, 2018

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
BOISE, ID
Past

September 17, 2003 - August 12, 2006

PIPER SANDLER & CO.

RIA
CRD#: 665
BOISE, ID
Past

September 3, 2003 - August 12, 2006

PIPER SANDLER & CO.

BD
CRD#: 665
BOISE, ID

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(7/28/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/16/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 12/28/2005
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/2003
General Securities Representative Examination

Current Firm

EW
ENDURING WEALTH MANAGEMENT, LLC
ENDURING WEALTH MANAGEMENT, LLC

CRD#: 337527 / SEC#: 801-134021

RIA
Registered Investment Advisory firm - (7/28/2025 120-Day Approval)
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Contact information

Main Address
3537 W Patel Ct., Meridian, ID 83646
Mailing Address
Phone number
(208) 409-0147
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENDURING ADV2A (8/27/2025)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ENDURING WEALTH MANAGEMENT, LLC

CRD#: 337527Meridian, ID

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