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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marian Price is a financial advisor currently registered with Cetera Investment Advisers LLC. David has been in the industry since 2003 and holds Series 6, 63, and 65 licenses. David also holds the SIE exam. David's previous employers include Walnut Street Securities, Inc. and Waddell & Reed, Inc. David is registered to provide financial advice in Colorado, Florida, Georgia, Indiana, Kentucky, Texas. David also holds a registration with the state of Kentucky as an Investment Advisor Representative and a registration with the state of Texas as an Investment Advisor Representative resident. David specializes in Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
KY
06/29/2023 - Present
Cetera Investment Advisers LLC (LOUISVILLE KY)
KY
08/26/2004 - 09/03/2013
WALNUT STREET SECURITIES, INC. (LOUISVILLE KY)
KS
01/02/2003 - 08/27/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 6/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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