Kevin Price, financial advisor Grand Junction CO
83 score

Kevin Price

CRD Number: 4571315
Current Firm: Lpl Financial LLC

Kevin Price (CRD# 4571315) is an Investment Advisor Representative working at Lpl Financial LLC in Grand Junction, CO and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Insight Financial Solutions Grand Junction, CO Jul 2013 - Current 3
Cornerstone Wealth Management, LLC Grand Junction, CO Oct 2012 - Current 4
Lpl Financial Grand Junction, CO Sep 2012 - Current 4
Sigma Financial Corporation Ann Arbor, MI Jun 2007 - Sep 2012 5
Royal Alliance Associates Fruita, CO Aug 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Kevin L. Price
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, 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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BADGES
83

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