Richard Price (CRD# 1122907) is an Investment Advisor Representative working at Meridian Asset Management in Harbor Springs, MI and has over 40 years of experience in the finance industry.
CRD# 4799866
Huntington Financial Advisors
CRD# 5454842
Principal Securities, Inc.
CRD# 1026433
Raymond James Financial Services Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Meridian Asset Management | Harbor Springs, MI | Jun 2020 - Current | 3 |
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 |
- MI
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$1,957,861
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
MI
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