Stacie Wallice (CRD# 1160520) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, SC and has over 21 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Greenville, SC | Jul 2021 - Current | 2 |
| Sage Wealth LLC | Greer, SC | May 2021 - Jul 2021 | < 1 |
| Naifa-sc-upstate | Columbia, SC | Aug 2017 - Jul 2021 | 3 |
| Stacie Wallice, LLC | Greer, SC | Jan 2015 - Jul 2021 | 6 |
| Various Insurance Carriers For W&r Insurance Agencies | Greer, SC | Aug 2008 - Jul 2021 | 12 |
| Waddell And Reed, Inc. | Greenville, SC | Jun 2008 - Jul 2021 | 13 |
| Stacie Wallice, Llc Dba Integrated Divorce Strategies | Greer, SC | Jan 2015 - Apr 2021 | 6 |
| Women's Leadership Institute Of Furman University | Greenville, SC | Aug 2013 - Dec 2015 | 2 |
| Executive Women's Golf Association-greenville Chapter | Palm Beach Gardens, FL | Nov 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2002 |
- GA
- SC
- TX
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Total Assets Under Management463,475MILLIONS
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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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