Michelle Price, financial advisor Mequon WI
81 score

Michelle Price

CRD Number: 3159343
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Michelle Price (CRD# 3159343) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mequon, WI and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch Mequon, WI Oct 2007 - Current 9
Hsa Bank Sheboygan, WI Apr 2007 - Sep 2007 < 1
Delta Equity Services Corporation Bolton, MA Jul 2005 - Mar 2007 1
Delta Equity Services Corp Boca Raton, FL Jul 2005 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S66 NASAA Uniform Combined State Law Examination Feb 2008
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michelle L. Price
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
81

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