Richard Price (CRD# 2559356) is an Investment Advisor Representative working at Eagle Strategies LLC in Sturgeon Bay, WI and has over 29 years of experience in the finance industry.
CRD# 2274105
Rbc Capital Markets, LLC
CRD# 4671712
Cambridge Investment Research Advisors, Inc.
CRD# 5157938
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Sturgeon Bay, WI | Mar 2024 - Current | < 1 |
| Price Financial Group | Sturgeon Bay, WI | Nov 2007 - Current | 16 |
| Nylife Securities LLC | Madison, WI | Apr 1995 - Current | 29 |
| New York Life Insurance Company | Madison, WI | Mar 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
- WI
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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