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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Howard Price is a financial advisor with over 29 years of experience in the industry. Paul is currently registered with Osaic Wealth, Inc. and is licensed in 13 states. Paul holds multiple licenses and designations, including Series 6, Series 7, Series 63, and Series 65. Paul is a member of FINRA. Paul has previously worked with Woodbury Financial Services, Inc. and Questar Capital Corporation. Paul provides investment advice to individuals, businesses, and charitable organizations. Paul also provides financial planning, pension consulting, and educational seminars.
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.
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.
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CA
01/19/2024 - Present
Osaic Wealth, Inc. (EL DORADO CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EL DORADO CA)
CA
10/08/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (EL DORADO CA)
CA
10/12/1994 - 10/11/2012
WOODBURY FINANCIAL SERVICES, INC. (EL DORADO HILLS CA)
GA
09/19/1994 - 10/13/1994
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 03/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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