Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Price is a financial professional with over 20 years of experience in the industry. Kevin is a registered representative of LPL Financial LLC and is also a registered investment advisor representative for Global Retirement Partners LLC. Kevin provides investment advisory services through Global Retirement Partners LLC, an independent investment advisor firm. Kevin has a wide range of experience in financial planning, portfolio management, and insurance. Kevin has been a registered representative of LPL Financial LLC since 2012 and has previously been affiliated with other firms.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
10/25/2012 - Present
LPL Financial LLC (GRAND JUNCTION CO)
CO
06/11/2007 - 10/01/2012
SIGMA FINANCIAL CORPORATION (GRAND JUNCTION CO)
CO
08/15/2005 - 06/12/2007
ROYAL ALLIANCE ASSOCIATES, INC. (FRUITA CO)
NY
10/25/2002 - 08/19/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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