Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Price is a financial advisor at Octavia Wealth Advisors LLC. Brian has been working in the industry since 2021. He holds a Series 65 license and a SIE. Brian specializes in helping clients with a variety of financial needs, including financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Brian is committed to providing his clients with the highest level of service and expertise.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
08/09/2022 - Present
Octavia Wealth Advisors LLC (CINCINNATI OH)
IA
Issued 08/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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