Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Howard Price is a financial advisor with Kovitz Investment Group Partners, LLC, based in Deerfield, IL. Neal is a Certified Financial Planner and a Chartered Financial Analyst. He has been a registered investment advisor for over 30 years and has extensive experience in the financial services industry. Neal has held previous roles with MESIROW FINANCIAL, INC. and EVEREN SECURITIES, INC. Neal offers a wide range of financial services, including financial planning, portfolio management, and credit, cash and insurance solutions. Neal works with a variety of clients, including individuals, families, businesses, and trusts.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
IL
05/03/2024 - Present
Kovitz Investment Group Partners, LLC (Deerfield IL)
IL
03/24/1994 - 05/22/2008
MESIROW FINANCIAL, INC. (HIGHLAND PARK IL)
MO
09/30/1991 - 03/14/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 01/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/16/1993
Series 24 - General Securities Principal Examination
BC
Issued 09/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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