Dividends & More

Dividends & More (CRD# 125313) is a financial advisory firm headquartered in , . They manage $16,250,982 in 56 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

GA, MT

Financial Advisors at Dividends & More
Showing 1 - 1 of 1 top financial advisors.
1
James Price, financial advisor Troy MT
James J. Price
CRD#: 2445719
Troy, MT

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals