Richard Price, financial advisor Harbor Springs MI

Richard Price

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Richard B. Price
Phone Number: 248-650-0656
Registered State(s):
  • MI
Current Firm Details
Meridian Asset Management
Firm's CRD Number: 309728
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $1,500,421
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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