Brett Rice (CRD# 6868134) is an Investment Advisor Representative working at Lpl Financial LLC in Shelbyville, IN and has over 6 years of experience in the finance industry.
CRD# 1022482
Fifth Third Securities, Inc.
CRD# 5724984
Oneamerica Securities, Inc.
CRD# 4347325
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cvfg Llc Dba Corevision Financial Group | Shelbyville, IN | May 2023 - Current | 1 |
| Lpl Financial, LLC | Shelbyville, IN | Aug 2018 - Current | 5 |
| Knauf Insulation | Shelbyville, IN | Aug 2009 - Mar 2021 | 11 |
| Edward Jones | St Louis, MO | Oct 2017 - Jul 2018 | < 1 |
| Pridgeon And Clay | Franklin, IN | Feb 2015 - Oct 2017 | 2 |
| Nsk Corporation | Franklin, IN | Aug 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- IN
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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