Unclaimed
Philip Hamilton Brice is a financial advisor with over 40 years of experience in the industry. Philip is currently registered with Wealth Enhancement Advisory Services, LLC and LPL Financial LLC. Philip has a wide range of experience working with individuals, businesses, and institutional clients. Philip specializes in providing financial planning, investment management, and retirement planning services. Philip is dedicated to helping clients 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
SC
10/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (GREENVILLE SC)
SC
04/26/2006 - 04/01/2009
AMERICAN SECURITIES GROUP, INC. (GREENVILLE SC)
MO
05/31/2002 - 04/24/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/02/2002 - 06/11/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
01/25/1982 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 10/16/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1983
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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