Bill, The Big Guy, Commander Brice, Captain Bill. He's the guy who will work with you to make sure that you're going to like doing business with Professional Investors Network and LPL Financial. Within a few conversations, both you and "Cap'n Bill" will know if you're barking up the right tree, or (and this is unusual), if there are better options for you to consider! Yes, we're that honest.
If it sounds like we're a good match, the comp is going to work, we're both excited about working together and it's all systems go, Bill will work with his entire team, you and your staff to plan the best execution of your transition.
William T. Brice (Bill) is the Managing Partner of Professional Investors Network, LLC, where he is responsible for the growth and management of all securities operations. His business has elevated him to a national authority on managing financial services firms and he is published and interviewed in several periodicals. Bill has successfully completed the Financial Industry Regulatory Authority (FINRA) sponsored Series 7, Series 24, NASAA Series 65 and Series 63 examinations. He is registered in 49 states, also holding the State of Connecticut Insurance Department resident license, as well as numerous other state insurance licenses. Bill is the recipient of an Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning and he serves as an Industry Arbitrator for the Financial Industry Regulatory Authority, (FINRA).
Bill is a graduate of The University of Connecticut and manages one of the largest Offices of Supervisory Jurisdiction in the country for LPL Financial. He also sits on the President's Advisory Council (PAC) where he represents the interests of the members of Professional Investors Network, LLC.
Bill is a Rotarian and enjoys entrepreneurship, basketball, coaching, boating and fly-fishing for Atlantic salmon. He resides with his wife Penny in South Windsor, CT; Keene, NH; and Jamaica, VT.