Jaice Victoria Cahill
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Commerce BankMay 2024 to now
- LPL Financial LLCMay 2024 to now
- Morgan Stanley Private Bank, N.A.Dec 2022 to May 2024
- Morgan Stanley Smith Barney LLCDec 2022 to May 2024
- Arvest Wealth ManagementMay 2020 to Dec 2022
- Bankers Life & CasualtyOct 2019 to May 2020
- The RockJun 2019 to Dec 2019
- BricktownAug 2018 to Jun 2019
- Dublins PassMar 2018 to Aug 2018
- Mercy HospitalDec 2017 to Oct 2018
- El RodeoJul 2017 to Dec 2017
- Oriental HouseMar 2015 to Dec 2017
- Neosho School DistrictAug 2009 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7262025
- Firm CRD
- 6413