Jamie Wice, financial advisor Portland MI

Jamie Wice

CRD Number: 5826134
Current Firm: Lpl Financial LLC

Jamie Wice (CRD# 5826134) is an Investment Advisor Representative working at Lpl Financial LLC in Portland, MI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Charlotte, NC May 2010 - Current 13
Jamie L. Williams, Pllc Okemos, MI Feb 2009 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Jamie L. Wice
Phone Number: 704-733-3300
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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