Stacie Wallice

Current Employers

Employment History

• 06/2008 → 07/2021
  Waddell And Reed, Inc.
  Greenville, SC
• 08/2008 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Greer, SC
• 01/2015 → 04/2021
  Stacie Wallice, Llc Dba Integrated Divorce Strategies
  Greer, SC
• 08/2017 → 07/2021
  Naifa-Sc-Upstate
  Columbia, SC
• 01/2015 → 07/2021
  Stacie Wallice, Llc
  Greer, SC
• 05/2021 → 07/2021
  Sage Wealth Llc
  Greer, SC
• 07/2021 → Present
  Lpl Financial Llc
  Greenville, SC

Previous Registrations

• 2008-07-02 → 2021-07-21
  Waddell & Reed
  Greenville, SC
  Columbia, SC
  Charlotte, NC
  Charleroi, PA
  Greenville, SC
• 2003-01-07 → 2007-11-12
  Planfirst Inc
  Greenville, SC

Other Businesses

1) 5/2021 - DBA for LPL Business (entity for LPL business) - Sage Wealth - Investment Related - 10% - Greer, SC 29650 2) 2015 - Business Entity For Tax/Investment Purposes Only - Stacie Wallice, LLC - Not Investment Related - Greer, SC 29650 3) 8/2017 - Non-Profit Board Member - South Carolina Upstate - Not Investment Related - Cedar Falls, IA 50613 4) 07/12/2023 - Paul J. Wallice, LLC - Not Investment Related - Home Based - Other - authorized signer on husband's LLC - Start Date 07/15/2023 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-08-22
• S65 Uniform Investment Adviser Law Examination
  2002-10-21

Other Names

• Stacie Gilbert Wallace
• Stacie Gilbert
• Stacie Wallice
• Stacie G Wallice