LPL Financial Welcomes Bice Wealth Management
February 21 2024 - 9:00AM
LPL Financial LLC (Nasdaq:LPLA) announced today that financial
advisor Cubby Bice MBA, AAMS, CRPC has joined LPL Financial’s
broker-dealer, RIA and custodial platforms. He reported serving
approximately $130 million in advisory, brokerage and retirement
plan assets* and joins LPL from Osaic.
Based in Mooresville, N.C., Bice Wealth Management
is an independent financial firm committed to helping clients
pursue their financial goals. With 25 years of industry experience,
Bice has become known for creating comprehensive investment
strategies and plans designed to help clients live richer, more
fulfilled lives. He is joined by Office Manager Matt Bice, his
brother, and two office support members.
“I’ve always wanted to do something meaningful with
my career, which is helping my clients choose how and when to spend
their time and money,” Bice said. “In doing so, I want to help my
clients check off their bucket list items and build an incredible
memory book.”
Looking for more investment options, enhanced
technology and the freedom to build his practice on his own terms,
Bice turned to LPL. He interviewed 12 firms before deciding LPL
would be the best fit for his business.
“We have a true competitive advantage moving to
LPL, a publicly traded Fortune 500 Company that offers integrated
best-in-class technology experiences and an upgrade in service,”
Bice said. “We appreciate the autonomy we now have to operate as we
see fit. We also look forward to improvements in how we communicate
with clients and how they access their account information.”
Scott Posner, LPL Executive Vice President,
Business Development, stated, “We welcome Cubby to the LPL
community. We appreciate that he seeks new ways to provide
differentiated experiences for his clients. As Cubby builds out his
ideal practice, we will continue to invest in technology, business
solutions and our innovative wealth management platform to help LPL
advisors such as him run efficient businesses and deliver enhanced
value to their clients. We look forward to a long-lasting
relationship with Bice Wealth Management.”
Related
Advisors, find an LPL business development
representative near you.
About LPL FinancialLPL Financial
Holdings Inc. (Nasdaq: LPLA) was founded on the principle that LPL
should work for advisors and enterprises, and not the other way
around. Today, LPL is a leader in the markets we serve, serving
more than 22,000 financial advisors, including advisors at
approximately 1,100 enterprises and at approximately 570 registered
investment advisor ("RIA") firms nationwide. We are steadfast in
our commitment to the advisor-mediated model and the belief that
Americans deserve access to personalized guidance from a financial
professional. At LPL, independence means that advisors and
enterprise leaders have the freedom they deserve to choose the
business model, services and technology resources that allow them
to run a thriving business. They have the flexibility to do
business their way. And they have the freedom to manage their
client relationships, because they know their clients best. Simply
put, we take care of our advisors and enterprises, so they can take
care of their clients.
Securities and Advisory services offered through
LPL Financial LLC ("LPL Financial"), a registered investment
advisor. Member FINRA/SIPC. LPL Financial and its affiliated
companies provide financial services only from the United States.
Bice Wealth Management and LPL Financial are separate entities.
Throughout this communication, the terms “financial
advisors” and “advisors” are used to refer to registered
representatives and/or investment advisor representatives
affiliated with LPL Financial.
We routinely disclose information that may be
important to shareholders in the "Investor Relations" or "Press
Releases" section of our website.
*Value approximated based on asset and holding
details provided to LPL from end of year, 2023.
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