Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Andrew Rice is a financial advisor registered with LPL Financial LLC in Shelbyville, Indiana. Brett is also an investment advisor representative with Corevision Financial Group. Brett has been in the financial industry since 2017 and has a Series 7, Series 66 and SIE license. Brett has experience working with individuals, high net worth individuals, charitable organizations, corporations or other businesses, pension and profit sharing plans, and investment clubs. Brett provides investment advisory services through CVFG, LLC, an independent investment advisor firm, and also offers financial planning and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
11/14/2023 - Present
LPL Financial LLC (SHELBYVILLE IN)
IN
12/11/2017 - 07/12/2018
EDWARD JONES (INDIANAPOLIS IN)
BOTH
Issued 01/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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