David Price, financial advisor Fort Lauderdale FL

David Price

CRD Number: 2328820
Current Firm: Mml Investors Services, LLC

David Price (CRD# 2328820) is an Investment Advisor Representative working at Mml Investors Services, LLC in Fort Lauderdale, FL and has over 30 years of experience in the finance industry. David Price has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Massachusetts Mutual Life Insurance Company Boca Raton, FL Mar 2017 - Current 7
Mml Investors Services, LLC Fort Lauderdale, FL Mar 2017 - Current 7
David Price Miami, FL Jan 2000 - Current 24
Msi Financial Services Boca Raton, FL Jul 2016 - Mar 2017 < 1
Metlife Securities Inc. Boca Raton, FL Jan 2015 - Jul 2016 1
The New England Ft. Lauderdale, FL Feb 1993 - Jan 2015 21
New England Securities Boca Raton, FL Feb 1993 - Jan 2015 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David E. Price
Phone Number: (413)737-8400
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
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
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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