Everett Price (CRD# 6359878) is an Investment Advisor Representative working at Principal Street Partners, LLC in Memphis, TN and has over 6 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| R. Seelaus & Co Inc. | Summit, NJ | Mar 2017 - Current | 7 |
| Unemployed | New Providence, NJ | Jun 2016 - Mar 2017 | < 1 |
| Princeton University | Princeton, NJ | Sep 2012 - Jun 2016 | 3 |
| Logan Capital Management | Ardmore, PA | Jun 2015 - Sep 2015 | < 1 |
| Logan Capital Management | Ardmore, PA | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- NJ
-
Total Assets Under Management2,872MILLIONS
-
Total Number of Accounts724ACCOUNTS
-
Average Account Value$3,967,110
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
CA, CO, CT, FL, GA, ID, LA, MA, NH, NJ, NY, TN, TX
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 derived from SEC.gov data covering 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.
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.