Andrew Price (CRD# 6146111) is an Investment Advisor Representative working at Hillcrest Financial Group in Thousand Oaks, CA and has over 11 years of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hillcrest Financial Group | Thousand Oaks, CA | Feb 2022 - Current | 2 |
| Thrivent Advisor Network, LLC | Thousand Oaks, CA | Jun 2020 - Feb 2022 | 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Jun 2020 - Feb 2022 | 1 |
| Thrivent Financial For Lutherans | Appleton, WI | Jan 2019 - May 2020 | 1 |
| Thrivent Investment Management Inc. | Thousand Oaks, CA | Sep 2018 - May 2020 | 1 |
| Thrivent Financial - David Harrington | Thousand Oaks, CA | Aug 2018 - Jan 2019 | < 1 |
| Queenscare | Los Angeles, CA | Jul 2014 - Jul 2018 | 4 |
| National Planning Corp. | Santa Monica, CA | Dec 2012 - Jul 2014 | 1 |
| Trilogy Financial Services | West Covina, CA | Dec 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- CA
-
Total Assets Under Management392MILLIONS
-
Total Number of Accounts935ACCOUNTS
-
Average Account Value$419,380
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, ID, NV, TX
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