Jeffrey Price (CRD# 6821841) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Webster, TX and has over 6 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | Columbia, MD | Dec 2022 - Current | 1 |
| Td Ameritrade | Columbia, MD | Jun 2017 - Dec 2022 | 5 |
| Wells Fargo | Boynton Beach, FL | Dec 2015 - Jun 2017 | 1 |
| Universal Property And Casualty | Ft Lauderdale, FL | Aug 2014 - Nov 2015 | 1 |
| University Of Central Florida | Orlando, FL | Jun 2010 - Aug 2014 | 4 |
| The Kings Academy | West Palm Beach, FL | Jan 2000 - May 2014 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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