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Cameron Rice

27 Years of Experience
Wallingford, CT
BrokerSells Insurance

Cameron Rice is a registered investment advisor at LPL Financial LLC, based in Wallingford, CT, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

111 South Main Street, Wallingford, CT, 06492

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Cameron operates Northeast Wealth Solutions, LLC as a DBA for his LPL business since 2010. He is also a non-variable insurance agent since 2000.

Employment History
Current Registrations
LPL Financial LLC
May 2021 - Present · 5 yrs
LPL Financial LLCBroker
May 2021 - Present · 5 yrs
Previous Registrations
Voya Financial Advisors, INC.
May 2003 - May 2021 · 18 yrs
Voya Financial Advisors, INC.Broker
May 2003 - May 2021 · 18 yrs
Waddell & Reed, INC.
January 2000 - May 2003 · 3 yrs 4 mos
Waddell & Reed, INC.Broker
December 1998 - May 2003 · 4 yrs 5 mos
State Registrations15 states
CACTDCFLGAMDMEMONCNJNYPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cameron Rice - Financial Advisor | TrueAdvisor