James Reece Dye
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- LPL Financial LLCSep 2024 to now
- Commerce BankApr 2023 to Aug 2024
- Sunflower BankFeb 2023 to Apr 2023
- Simmons BankOct 2022 to Feb 2023
- Home DepotMar 2021 to Sep 2022
- Buffalo Wild WingsFeb 2020 to Aug 2020
- Wichita State UniversityAug 2019 to Dec 2023
- Carlos O KelleysFeb 2019 to Feb 2020
- Genesis Health ClubsJan 2018 to Jan 2020
- Kansas UniversityAug 2017 to Dec 2017
- Davis Moore ChevroletApr 2016 to Aug 2017
- Maize High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7982241
- Firm CRD
- 6413