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 an active advisor in the financial services industry since 2019. Kevin is currently registered with Equity Services, Inc. based out of Addison, Texas. Kevin also has previous experience with NYLIFE Securities LLC, THRIVENT INVESTMENT MANAGEMENT INC., and Edward Jones. Kevin is licensed in several states and holds multiple industry certifications.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
11/01/2024 - Present
Equity Services, Inc. (ADDISON TX)
TX
05/08/2020 - 07/05/2022
NYLIFE SECURITIES LLC (FRISCO TX)
TX
05/06/2016 - 07/29/2016
THRIVENT INVESTMENT MANAGEMENT INC. (IRVING TX)
TX
12/03/2015 - 03/04/2016
EDWARD JONES (MESQUITE TX)
BOTH
Issued 09/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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