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 investment advisor representative with Interlake Capital Management, LLC, based in Carmel, CA. Kevin has been in the industry since 2004 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY. Kevin holds the Series 66 and Series 7 licenses. Kevin's firm provides financial planning and portfolio management services to individuals and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
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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CA
01/06/2024 - Present
Interlake Capital Management, LLC (CARMEL CA)
NY
09/23/2004 - 10/17/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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