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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Nicholson Price is a financial advisor with over 30 years of experience in the financial services industry. William Nicholson Price is currently registered with Cambridge Investment Research Advisors, Inc. in Maryland and is licensed to provide financial services in Colorado, Maryland, and Michigan. William Nicholson Price has passed the Series 6, 7, and 63 exams and holds the Certified Financial Planner designation. William Nicholson Price's previous employers include SPIRE SECURITIES, LLC and MEDALLION INVESTMENT SERVICES, INC. William Nicholson Price offers financial planning, portfolio management, and other financial services to individuals, businesses, and charitable organizations.
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.
Solicitation fees from 3rd party money managers
1
2
MD
12/06/2019 - Present
Cambridge Investment Research Advisors, Inc. (Barnesville MD)
MD
10/30/2009 - 12/06/2019
SPIRE SECURITIES, LLC (BARNESVILLE MD)
MD
11/14/2000 - 11/02/2009
MEDALLION INVESTMENT SERVICES, INC. (BARNESVILLE MD)
TX
06/14/1993 - 11/28/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
CO
10/30/1989 - 06/08/1993
PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC. (CASTLE ROCK CO)
BC
Issued 11/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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