Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Martin Price is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the financial services industry for over 26 years. William works with a wide range of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. William is registered to provide investment advice in 16 states and is also a registered representative of Wells Fargo Clearing Services, LLC. William holds the Series 7, Series 63, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
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2
LA
08/11/2017 - Present
Wells Fargo Advisors Financial Network, LLC (LAKE CHARLES LA)
LA
01/01/2008 - 08/11/2017
WELLS FARGO CLEARING SERVICES, LLC (LAKE CHARLES LA)
LA
08/19/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LAKE CHARLES LA)
MO
11/06/1996 - 08/24/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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