Lorin Bice is a registered investment advisor at LPL Financial LLC, based in Lake Wales, FL, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
Lake Wales, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lorin operates under the DBAs Allen & Company of Florida, LLC and Allen & Company for his LPL business. He is also a director of Star Lake Inc, a real estate rental company, and owns/sells artwork, dedicating minimal time to each. Lorin also owns rental real estate in Lake Wales, FL, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Allen & Company of Florida, LLCBroker
Allen & Company of Florida, LLC
Allen & Company of Florida, LLC
Allen & Company of Florida, LLCBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
State Registrations38 states
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