Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shauna? Claim Your ProfileShauna Price is an investment advisor representative with Colomb Investment Management Company, LLC. Shauna is registered to provide investment advice in California. Shauna has been in the securities industry since 2012 and holds the Series 66, Series 7 and SIE licenses. Shauna is also an independent licensed insurance agent. Shauna has experience in both financial planning and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees, asset based consulting fees
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CA
06/11/2024 - Present
Colomb Investment Management Company, LLC (Lakeside CA)
CA
03/12/2012 - 01/03/2018
PARK AVENUE SECURITIES LLC (LA JOLLA CA)
BOTH
Issued 04/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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