Kevin Price (CRD# 6366678) is an Investment Advisor Representative working at Southern Oak Capital, LLC in Birmingham, AL and has over 9 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Southern Oak Capital LLC | Birmingham, AL | Jan 2021 - Current | 3 |
Green Rock Management LLC | Birmingham, AL | Nov 2020 - Jan 2021 | < 1 |
Wells Fargo Securities, LLC | Charlotte, NC | Jul 2019 - Dec 2020 | 1 |
Extended Travel | Fort Mill, SC | Jun 2019 - Jun 2019 | < 1 |
Wharton | Philadelphia, PA | Aug 2018 - May 2019 | < 1 |
Wells Fargo Securities, LLC | Charlotte, NC | Jun 2018 - Jul 2018 | < 1 |
Wharton | Philadelphia, PA | Aug 2017 - May 2018 | < 1 |
John Hancock Funds | Boston, MA | Sep 2016 - Aug 2017 | < 1 |
Vinnell Arabia | Riyadh, | Aug 2015 - Jun 2016 | < 1 |
Unemployed | Dallas, GA | Jun 2015 - Jul 2015 | < 1 |
Nexbank Securities, Inc. | Dallas, TX | Jun 2014 - May 2015 | < 1 |
Dartmouth | Hanover, NH | Aug 2011 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2014 |
S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- AL
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Total Assets Under Management51MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$12,625,763
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AL
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