Jeffrey PriceCRD Number: 5313954
Current Firm: Cetera Investment Advisers LLC
Jeffrey Price (CRD# 5313954) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Erie, PA and has over 10 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
H. Beck, Inc.
Hbks Wealth Advisors
|Cetera Investment Services LLC||St.cloud, MN||Feb 2014 - Current||4|
|Cetera Investment Advisors LLC||Erie, PA||Feb 2014 - Current||4|
|First National Bank Of Pa||Erie, PA||Mar 2009 - Current||8|
|Lpl Financial||Erie, PA||Mar 2009 - Feb 2014||4|
|Natcity Investments, Inc.||Cleveland, OH||Mar 2007 - Mar 2009||2|
|National City Bank||Erie, PA||May 2004 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2007|
|S65||NASAA Investment Advisors Law Examination||Nov 2008|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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)
- 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
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