Brice Russell Oldham

Current Employers

Employment History

• 08/2014 → 11/2021
  Cetera Advisor Networks, Llc
  El Segundo, CA
• 08/2014 → 11/2021
  Carroll Financial Associates, Inc.
  Charlotte, NC
• 11/2021 → 06/2025
  Lpl Financial, Llc
  Charlotte, NC
• 11/2021 → Present
  Wealth Enhancement Group
  Charlotte, NC
• 11/2021 → Present
  Wealth Enhancement Advisory Services Llc
  Charlotte, NC
• 12/2021 → Present
  Wealth Enhancement Brokerage Services
  Charlotte, NC

Previous Registrations

• 2014-08-08 → 2021-12-08
  Carroll Financial Associates Inc
  Charlotte, NC
• 2009-06-01 → 2014-08-12
  Morgan Stanley
  Minneapolis, MN
• 2008-10-08 → 2009-06-01
  Morgan Stanley & Co. Llc
  Minneapolis, MN

Other Businesses

No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 2005 - 0 Hours Per Month. WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/1/2021 - 160 Hours Per Month/32 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Wealth Enhancement Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 12/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. Real Estate Rental - Investment Related - Oak Island, NC - Start Date 04/01/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2005-01-21

Designations

Other Names

• Rusty Oldham