Craig D. Price, financial advisor Stuart FL
83 score

Craig D. Price

CRD Number: 1851712
Current Firm: Great Lakes & Atlantic Wealth Management And Advisory Partners

Craig D. Price (CRD# 1851712) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Stuart, FL and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Great Lakes & Atlantic Wealth Management And Advisory Partners Charlotte, NC Apr 2016 - Current < 1
Ubs Financial Services Inc. Stuart, FL May 2000 - Apr 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Dec 1993
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:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Craig D. D. Price
Phone Number: 7049190439
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $1,001,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

DC, FL, IL, MD, MI, MS, NC, NY, PA, SC, TN, TX, VA

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BADGES
83

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