Richard PriceCRD Number: 1122907
Current Firm: Meridian Asset Management
Richard Price (CRD# 1122907) is an Investment Advisor Representative working at Meridian Asset Management in Harbor Springs, MI and has over 39 years of experience in the finance industry.
Huntington Financial Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Lpl Financial LLC
|Meridian Asset Management||Harbor Springs, MI||Jun 2020 - Current||2|
|Michigan Advisors, Inc.||Southfield, MI||Mar 2005 - May 2020||15|
|Michigan Securities, Inc.||Southfield, MI||Mar 2005 - May 2020||15|
|The Clearwater Corporation||Rochester Hills, MI||Feb 1996 - Jan 2016||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S66||NASAA Uniform Combined State Law Examination||Nov 2004|
Total Assets Under Management29MILLIONS
Total Number of Accounts19ACCOUNTS
Average Account Value$1,500,421
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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