LPL Financial welcomed another seasoned financial advisor to its network. Cubby Bice, who’s accumulated more than 25 years of experience in the financial industry, has officially transitioned to LPL’s broker-dealer, RIA, and custodial platforms.
Bice is joining from Osaic, where he oversaw approximately $130 million in advisory, brokerage, and retirement plan assets.
Operating out of Mooresville, North Carolina, he heads Bice Wealth Management, an independent practice that takes pride in its commitment to guiding clients toward achieving their financial aspirations.
According to its website, Bice Wealth Management works with its clients, who include individuals and business owners, to maximize outcomes across numerous areas, such as retirement planning, estate planning, and planning for their children’s college education.
The firm – bolstered by the expertise of Bice and supported by office manager Matt Bice, his brother, along with two office support staff – aims to craft personalized investment strategies that enrich clients' lives.
"I’ve always wanted to do something meaningful with my career, which is helping my clients choose how and when to spend their time and money," Bice said in a statement.
Bice’s search for a broader range of investment options, superior technology, and greater autonomy in managing his practice led him to talk to a dozen wealth firms before finally deciding to join LPL.
He identified LPL as the optimal partner, citing its competitive edge, Fortune 500 status, and commitment to providing top-tier technology and service enhancements.
“[W]e will continue to invest in technology, business solutions and our innovative wealth management platform to help LPL advisors such as [Bice] run efficient businesses and deliver enhanced value to their clients,” said Scott Posner, executive vice president for business development at LPL.
Earlier this month, LPL snapped up another advisor team from Osaic when it welcomed Equity Design Group, an independent 10-advisor practice that oversees more than half a billion dollars in client assets.
So far, the broker-dealer's February recruitment drive has also seen it take in other advisors from Wells Fargo and Corebridge Financial.
The new AI feature generates instant client portfolio talking points, slashing meeting prep time for advisors.
As Citizens expands its advisory footprint, the bank is also going after wealth trapped inside business ownership
The Forbes rankings are highly sought after by some advisors and firms for marketing purposes.
Meanwhile, an advisor tuck-in from Edward Jones expands Kestra's Washington, D.C.-area presence, and Janney deepens its Connecticut footprint with an experienced Wells Fargo advisor.
KFN Succession Center pairs advisors weighing retirement with buyers, as next-gen affordability keeps eroding industry-wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
