EI
CFP
EI
CFP

Everett Ice

24 Years of Experience
Cameron, MO
Broker

Everett Ice is a CFP-designated registered investment advisor at LPL Financial LLC, based in Cameron, MO, 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
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

602 Lana Dr Ste G, Cameron, MO, 64429

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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 Activities

Everett has multiple business entities for tax and investment purposes, including ICE Holdings, LLC and EW ICE Company Capital Management, LLC. He also operates under the DBA Ice Capital Management and owns real estate rental property through GUM Spring Farms, LLC.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2021 - Present · 5 yrs 3 mos
LPL Financial LLC
June 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2010 - July 2021 · 10 yrs 8 mos
Wells Fargo Advisors Financial Network, LLC
November 2010 - July 2021 · 10 yrs 8 mos
Wells Fargo Advisors, LLC
March 2008 - November 2010 · 2 yrs 8 mos
Wells Fargo Advisors, LLCBroker
January 2008 - November 2010 · 2 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
January 2002 - January 2008 · 6 yrs
State Registrations16 states
CACOIAILINKSMNMOMTNENHOKTXWAWIWV
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.
Everett Ice - Financial Advisor | TrueAdvisor