Steven Price (CRD# 6494690) is an Investment Advisor Representative working at Cl Wealth Management LLC in Saint Petersburg, FL and has over 3 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cabot Lodge Securities LLC | New York, NY | Nov 2020 - Current | 3 |
| Cl Wealth Management LLC | New York, NY | Nov 2020 - Current | 3 |
| Raymond James Financial | Saint Petersburg, FL | Sep 2016 - Sep 2020 | 4 |
| State Street Bank & Trust | South Boston, MA | Aug 2015 - Sep 2016 | 1 |
| University Of Massachusetts At Amherst | Amherst, MA | Jan 2014 - May 2015 | 1 |
| Jack And Jill D.s.d | Moorestown, NJ | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management533MILLIONS
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Total Number of Accounts2,003ACCOUNTS
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Average Account Value$265,993
- A percentage of assets under your management
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