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FUNDRAISING NEWS | February 21, 2024

Bice Wealth Management Joins LPL Financial

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Cubby Bice has recently shifted his practice, Bice Wealth Management, to LPL Financial. Bice made this move from Osaic to leverage LPL's broker-dealer, RIA, and custodial platforms, bringing along approximately $130 million in client assets. Based in Mooresville, N.C., Bice Wealth Management is dedicated to helping clients achieve their financial objectives. 

With over 25 years of experience in the financial industry, Cubby Bice is known for devising personalized investment strategies that enrich clients' lives. He is a well-qualified financial advisor, holding an MBA, AAMS, and CRPC designations. His professional journey started at Paine Webber in 1999. Following the merger of Paine Webber and UBS, he transitioned to A.G. Edwards, where he spent two years. 

Bice Wealth Management is supported by Cubby’s brother, Matt Bice and financial advisor, Kevin Nervegna.

To view the press release, click here.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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