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Phillip Levy Price

Samco Capital Markets, Inc.

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About Phillip Levy Price

Phillip Levy Price is a registered representative with Samco Capital Markets, Inc. Phillip has been in the securities industry since 1987. Phillip is registered in Texas and has passed the Series 7, Series 63, Series 99TO and SIE exams. Phillip was previously registered with Penson Financial Services, Inc., Service Asset Management Company, H.D. Vest Investment Securities, Inc., Southwest Securities, Inc. and Brokers Transaction Services, Inc..

Firm Information

Phillip Price is currently registered with Samco Capital Markets, Inc.. Samco Capital Markets, Inc. is a corporation that was formed on May 9, 2005. The firm is registered with the SEC and in all 52 states.

Not reported

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Phillip Price’s Registration & Firm History

TX

05/19/2006 - Present

Samco Capital Markets, Inc. (AUSTIN TX)

TX

02/03/2003 - 05/19/2006

PENSON FINANCIAL SERVICES, INC. (DALLAS TX)

TX

07/20/2000 - 02/03/2003

SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)

TX

12/15/1995 - 09/01/2000

SERVICE ASSET MANAGEMENT COMPANY (DALLAS TX)

NA

07/29/1991 - 12/15/1995

SERVICE ASSET MANAGEMENT COMPANY

TX

06/10/1991 - 07/25/1991

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

TX

12/24/1987 - 09/05/1990

SOUTHWEST SECURITIES, INC. (DALLAS TX)

TX

01/19/1987 - 12/31/1987

BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 06/16/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Phillip Levy Price.
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