Brice
Oldham
Wealth Enhancement Advisory Services, LLC
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About this Advisor
Brice Oldham is a financial advisor based in Charlotte, North Carolina, working with Wealth Enhancement Advisory Services, LLC. Brice has previously held positions at Morgan Stanley & Co. Inc, Morgan Stanley Smith Barney, Cetera Advisor Networks, LLC, Carroll Financial Associates, Inc, Lpl Financial, LLC, Wealth Enhancement Group, Wealth Enhancement Advisory Services LLC, and Wealth Enhancement Brokerage Services. Brice has passed the Series 66 regulatory exam and is registered to provide services in Louisiana, North Carolina, South Carolina, and Texas. Currently, Brice is part of Wealth Enhancement Advisory Services, LLC, which operates out of Charlotte, North Carolina. The firm has 105 offices and manages assets totaling $72.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Enhancement Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Enhancement Advisory Services, LLC Brokerage Details
$72,024,609,099
154,394
$466,499
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Brice Oldham Work History
Lpl Financial, LLC
Wealth Enhancement Group
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Brokerage Services
Cetera Advisor Networks, LLC
Carroll Financial Associates, Inc
Morgan Stanley Smith Barney
Morgan Stanley & Co. Inc
Disclosures
Please visit the SEC profile of Brice Oldham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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