Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brice? Claim Your ProfileBrice Oldham is a financial advisor with over 17 years of experience in the financial services industry. Brice has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Brice is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Brice is registered with Wealth Enhancement Advisory Services, LLC and is also a registered representative of LPL Financial. Brice is committed to providing clients with personalized service and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
NC
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (CHARLOTTE NC)
NC
08/01/2014 - 12/03/2021
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
MN
06/01/2009 - 08/12/2014
MORGAN STANLEY (MINNEAPOLIS MN)
MN
07/02/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MINNEAPOLIS MN)
MN
07/13/2007 - 07/14/2008
CITIGROUP GLOBAL MARKETS INC. (MINNEAPOLIS MN)
MN
08/12/2006 - 07/25/2007
UBS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
MN
01/05/2005 - 08/12/2006
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BOTH
Issued 01/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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