Dee Price (CRD# 1280474) is an Investment Advisor Representative working at Affinity Financial LLC in Solon, OH and has over 34 years of experience in the finance industry.
CRD# 4690465
Key Investment Services LLC
CRD# 5247687
Key Investment Services LLC
CRD# 6053832
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Affinity Financial LLC | Solon, OH | Jul 2007 - Current | 16 |
| Cadaret, Grant & Company, Inc. | Solon, OH | Dec 2006 - Current | 17 |
| Dee A Price Fin Plan Svc Inc. | Solon/twinsburg, OH | May 1984 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1990 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2001 |
- OH
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$52,003
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
OH
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