Robert Price, financial advisor Columbia SC

Robert Price

CRD Number: 6512305
Current Firm: Good Life Advisors, LLC

Robert Price (CRD# 6512305) is an Investment Advisor Representative working at Good Life Advisors, LLC in Columbia, SC and has over 8 years of experience in the finance industry.

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Davinci Financial Designs
Company Name Location Dates Years
Lpl Financial, LLC Columbia, SC Nov 2016 - Current 7
Good Life Advisors, LLC Columbia, SC Nov 2016 - Current 7
Various Insurance Carriers For W&r Insurance Agencies Elgin, SC Oct 2016 - Oct 2016 < 1
Waddell & Reed, Inc. Columbia, SC Jun 2015 - Oct 2016 1
Student Elgin, SC Jun 2005 - May 2015 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2016
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Robert N. Price
Phone Number: 610-898-6927
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    2,896
    MILLIONS
  • Total Number of Accounts
    16,544
    ACCOUNTS
  • Average Account Value
    $175,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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