Price FrenchCRD Number: 2311628
Current Firm: Commonwealth Financial Network
Price French (CRD# 2311628) is an Investment Advisor Representative working at Commonwealth Financial Network in Durham, NC and has over 30 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Commonwealth Financial Network||Waltham, MA||May 2018 - Current||5|
|The Potter Financial Group||Durham, NC||May 2018 - Current||5|
|The French Financial Firm, LLC||Durham, NC||Mar 2003 - Current||20|
|Kestra Financial Services, Inc.||Austin, TX||Apr 2016 - May 2018||2|
|Nfp Securities Inc.||Durham, NC||Mar 2011 - Apr 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1993|
|S65||NASAA Investment Advisors Law Examination||Oct 2003|
Total Assets Under Management146,387MILLIONS
Total Number of Accounts585,629ACCOUNTS
Average Account Value$249,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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