Seth Ollice (CRD# 7525680) is an Investment Advisor Representative working at Lpl Financial LLC in Santa Maria, CA and has 1 year of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Santa Maria, CA | Apr 2022 - Current | 2 |
| Coast Hills Credit Union | Santa Maria, CA | Jan 2022 - Current | 2 |
| Western Colorado University | Gunnison, CO | Aug 2019 - Dec 2021 | 2 |
| Garlic Mikes | Gunnison, CO | Jul 2021 - Aug 2021 | < 1 |
| Western Colorado University | Gunnison, CO | Aug 2020 - May 2021 | < 1 |
| Target | Santa Maria, CA | Oct 2016 - Jun 2019 | 2 |
| Hancock College | Santa Maria, CA | Aug 2016 - Jun 2019 | 2 |
| Unemployed | Santa Maria, CA | Jul 2015 - Oct 2016 | 1 |
| Righetti High School | Santa Maria, CA | Mar 2012 - Jun 2016 | 4 |
| State Farm Insurance Mark Jackson | Lompoc, CA | Jun 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.