Unclaimed
Price Chipley French is a financial advisor who has been in the industry since 1993. Price is currently registered with Commonwealth Financial Network in Durham, NC, and has previously worked with KESTRA INVESTMENT SERVICES, LLC, CFD INVESTMENTS, INC., MANEQUITY, INC., JEFFERSON PILOT SECURITIES CORPORATION, PARTNERS SECURITIES, INC., ASCEND FINANCIAL SERVICES, INC., and PRUCO SECURITIES CORPORATION. Price has a variety of specializations, including investment planning, retirement planning, college savings, insurance, and estate planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
05/21/2018 - Present
Commonwealth Financial Network (Durham NC)
NC
03/31/2011 - 05/21/2018
KESTRA INVESTMENT SERVICES, LLC (DURHAM NC)
NC
12/19/2001 - 03/31/2011
CFD INVESTMENTS, INC. (DURHAM NC)
MA
10/14/1999 - 12/19/2001
MANEQUITY, INC. (BOSTON MA)
IN
06/10/1999 - 11/01/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
TX
06/02/1998 - 04/30/1999
PARTNERS SECURITIES, INC. (AUSTIN TX)
MN
07/07/1994 - 06/01/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NJ
01/19/1993 - 06/03/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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