Unclaimed
Lorin Bice is a financial advisor at LPL Financial LLC. Lorin has been a registered representative for over 20 years and has experience in providing financial planning, portfolio management, and other advisory services. Lorin is licensed to conduct business in multiple states and is registered with FINRA and the Securities and Exchange Commission (SEC).
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
FL
01/03/2022 - Present
LPL Financial LLC (WINTER HAVEN FL)
FL
11/26/2019 - 12/12/2019
ALLEN & COMPANY OF FLORIDA, LLC (WINTER HAVEN FL)
FL
08/09/2004 - 11/22/2019
ALLEN & COMPANY OF FLORIDA, LLC (WINTER HAVEN FL)
NY
05/09/2001 - 08/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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