LPL Financial Recruits Former Wells Fargo Team
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Everett Ice and the team at Ice Capital Management.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Everett Ice and the team at Ice Capital Management to its broker-dealer, corporate registered investment advisor, and custodial platforms. The team serves approximately $135 million in advisory, brokerage, and retirement plan assets and joins from Wells Fargo Advisors Financial Network.
Based in Missouri, the team provides comprehensive financial advice and structured financial planning. Ice, who started investing on his own as teenager, will celebrate 20 years as a financial advisor this fall. He joined the Army out of high school and served two years active duty and six years reserve, including activation during Desert Storm.
At the University of Missouri, he earned a bachelor’s degree in animal science and went on to work in the agricultural industry for several years. But in 2001, he recognized the need for a career change in order to best support his growing family.
Now at Ice Capital Management, he’s joined by his wife Pam, who is a partner in the business, as well as a full-time office support staff member.
“Ice Capital Management is a family-run business, so we treat our clients like our own family,” Ice said. “We aspire to connect all the pieces for our clients, helping them organize and structure their financial needs, whether that’s saving for retirement or preparing for a wealth transfer to the next generation.”
Ice previously served as mayor and councilman for the city of Cameron.
LPL Financial provides service to approximately $1.1 trillion in brokerage and advisory assets as of June 30, 2021. The company supports more than 19,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide.
