James Price, financial advisor Troy MT

James Price

CRD Number: 2445719
Current Firm: Dividends & More

James Price (CRD# 2445719) is an Investment Advisor Representative working at Dividends & More in Troy, MT and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Dividends & More Troy, MT Apr 1995 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination May 1995
Contact Info for James J. Price
Phone Number: 404-947-6129
Registered State(s):
  • GA
  • MT
Current Firm Details
Dividends & More
Firm's CRD Number: 125313
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $290,196
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

GA, MT

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