Robert Scott Rice Jr.
Professional Summary
Robert Scott Rice Jr., who also goes by Rob Rice, Robbie Rice, Robert Scott Rice Jr, Robert Scott Rice, Robert Scott Rice Jr, is a registered financial advisor currently at GENERATIONAL WEALTH ADVISORS located in Richardson, Texas. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 9...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rob Rice, Robbie Rice, Robert Scott Rice Jr, Robert Scott Rice, Robert Scott Rice Jr
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
GENERATIONAL WEALTH ADVISORS | TALIS ADVISORY SERVICES, LLC
Contact Information
Main Address
3400 North Central Expressway Suite 100, Richardson, TX 75080Phone Number
(972) 378-1795# of Employees
60SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
602AUM (Assets Under Management)
$568,765,356Similar Advisors
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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.
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Primary Firm SEC Registration
GENERATIONAL WEALTH ADVISORS | TALIS ADVISORY SERVICES, LLC
State Registrations and Notice Filings
(3/22/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2011About the Series 6 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Nov 2018About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2018About the Series 10 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Scott Rice Jr.'s CRS (Customer Relationship Summary).
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