Michelle Price (CRD# 2862465) is an Investment Advisor Representative working at Price Capital in Houston, TX and has over 16 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Price Capital LLC | New York, NY | Feb 2010 - Current | 14 |
| Criterion Institute | Houston, TX | Feb 2019 - Aug 2020 | 1 |
| Ibm Consulting Services | Houston, TX | Jan 2016 - Jun 2020 | 4 |
| Lehman Holdings | New York, NY | Jun 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- NY
- TX
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$1,176,332
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NY, TX
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