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Anthony William Price

Farther

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About Anthony William Price

Anthony William Price is a financial advisor registered in Minnesota and Texas. Anthony has been in the industry since 1997, and has worked at Piper Jaffray & Co. and Farther. Anthony is also a Series 63, Series 65, Series 7, Series 24 and Series 55 licensed representative. Anthony's firm, Farther, provides financial planning, pension consulting, publication of periodicals and portfolio management services to individuals and pension and profit-sharing plans.

Firm Information

Anthony Price is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Price’s Registration & Firm History

CA

01/03/2024 - Present

Farther (SAN FRANCISCO CA)

MN

07/08/1997 - 10/02/2017

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/30/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/1998

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/07/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony William Price.
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