Bryce Lanham (CRD# 4951408) is an Investment Advisor Representative working at Retirement Planning Solutions, LLC in Louisville, KY and has over 18 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2024 - Current | < 1 |
| Retirement Planning Solutions, LLC | Louisville, KY | Jul 2022 - Current | 1 |
| Elite Benefits | Louisville, KY | Oct 2018 - Current | 5 |
| Legacy Wealth Strategies Limited Liability Company | Shelbyville, KY | May 2018 - Current | 6 |
| Bryce H. Lanham, Sole Proprietor | Louisville, KY | Dec 2016 - Current | 7 |
| Legacy Advisory Services, LLC | Louisville, KY | Nov 2005 - Current | 18 |
| Silver Oak Securities, Inc. | Jackson, TN | Nov 2020 - Dec 2023 | 3 |
| Cetera Advisor Networks, LLC | El Segundo, CA | Dec 2016 - Nov 2020 | 3 |
| Fifth Third Securities | Louisville, KY | Jan 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2005 |
- KY
-
Total Assets Under Management285MILLIONS
-
Total Number of Accounts2,018ACCOUNTS
-
Average Account Value$141,404
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, CT, FL, IL, IN, KY, LA, NC, NE, OH, TN, TX
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