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Kevin Anthony Price

Southern OAK Capital, LLC

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About Kevin Anthony Price

Kevin Anthony Price is a registered investment advisor representative currently associated with Southern Oak Capital, LLC. Kevin Price has been working in the securities industry since July 2014. Kevin Price is licensed to provide investment advice in Alabama. Kevin Price has previously worked for Wells Fargo Securities, LLC, John Hancock Funds, LLC, and Nexbank Securities, Inc.

Firm Information

Kevin Price is currently registered with Southern OAK Capital, LLC. Southern OAK Capital, LLC is an investment advisor that provides financial planning and portfolio management services to individuals, pooled investment vehicles, and businesses. The firm manages over $50 million in assets for 4 clients.

$50.50M

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kevin Price’s Registration & Firm History

AL

04/07/2021 - Present

Southern OAK Capital, LLC (Birmingham AL)

NC

07/26/2019 - 11/13/2020

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

AZ

09/29/2016 - 08/03/2017

JOHN HANCOCK FUNDS, LLC (Tempe AZ)

TX

07/15/2014 - 05/08/2015

NEXBANK SECURITIES INC (DALLAS TX)

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Licenses & Designations

IA

Issued 12/22/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/13/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Anthony Price.
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