Joel Price, financial advisor Gig Harbor WA
93 score

Joel Price

CRD Number: 4577870
Current Firm: Summit Advisor Solutions

Joel Price (CRD# 4577870) is an Investment Advisor Representative working at Summit Advisor Solutions in Gig Harbor, WA and has over 14 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Gig Harbor WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Score
105
Similar Advisors
Mark Bergeron, financial advisor Gig Harbor WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Score
103
Similar Advisors
Kevin Byrne, financial advisor Gig Harbor WA
Kevin M. Byrne
CRD# 3220588
Byrne & Company Wealth Management, LLC
Score
103
Company Name Location Dates Years
Genesis Capital LLC Gig Harbor, WA Sep 2015 - Current 1
Summit Advisor Solutions LLC Dallas, TX Apr 2015 - Current 1
Strategic Capital Alternatives LLC Gig Harbor, WA Jul 2014 - Current 2
Rp Capital LLC Gig Harbor, WA Apr 2005 - Current 11
Strategic Capital Group Gig Harbor, WA Jan 2005 - Mar 2015 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Joel M. Price
Phone Number: 972-663-4300
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,960
    MILLIONS
  • Total Number of Accounts
    10,213
    ACCOUNTS
  • Average Account Value
    $191,936
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.