Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Price is a financial professional with over 20 years of experience in the financial services industry. David has worked with PFS Investments Inc. since 2015, and previously held positions at Johnson Controls, Inc., and Primerica Financial Services. David is a registered representative and investment advisor representative, holding licenses in Missouri, Kansas, and Arkansas. David’s experience and expertise provide him with the knowledge and skills to help individuals achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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MO
11/29/2021 - Present
PFS Investments Inc. (PLEASANT HILL MO)
KS
01/15/2008 - 12/31/2010
PFS INVESTMENTS INC. (LEAWOOD KS)
IA
Issued 10/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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