David Price, financial advisor Effingham IL

David Price

CRD Number: 1776625
Current Firm: Smith Moore & Company

David Price (CRD# 1776625) is an Investment Advisor Representative working at Smith Moore & Company in Effingham, IL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Smith Moore & Co Effingham, IL Jul 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for David A. Price
Phone Number: 314-727-5225
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,451
    MILLIONS
  • Total Number of Accounts
    4,657
    ACCOUNTS
  • Average Account Value
    $311,596
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MS

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