Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dovid? Claim Your ProfileDovid Price is a financial advisor registered in Maryland with Glass Jacobson Wealth Advisors, LLC. Dovid has been in the industry since 2019 and has experience with both individuals and businesses. Dovid has the Series 66 and Series 7TO licenses. Prior to joining Glass Jacobson Wealth Advisors, Dovid was registered with LPL Financial LLC.
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.
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.
Referral fees; revenues from educational product sales
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MD
02/17/2021 - Present
Glass Jacobson Wealth Advisors (OWINGS MILLS MD)
MD
11/13/2019 - 07/08/2020
LPL FINANCIAL LLC (BALTIMORE MD)
BOTH
Issued 12/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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