WP
CFP
WP
CFP

Willie Price

41 Years of Experience
Arden Hills, MN
Broker

Willie Price is a CFP-designated registered investment advisor at Willie J. Price, INC, based in Arden Hills, MN, with 41 years of industry experience. Willie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hourly Rate:$295/hr
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Location

Arden Hills, MN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Willie is a registered investment advisor through Willie J. Price, Inc., offering flat fee and hourly financial planning, dedicating minimal time to this. He also operates under the DBA Willie J. Price.

Employment History
Current Registrations
Willie J. Price, INC
February 2018 - Present · 8 yrs 3 mos
LPL Financial LLC
December 2013 - Present · 12 yrs 5 mos
LPL Financial LLCBroker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Mutual Service CorporationBroker
May 2000 - September 2009 · 9 yrs 4 mos
Fsc Securities CorporationBroker
July 1994 - May 2000 · 5 yrs 10 mos
Financial Network Investment CorporationBroker
April 1994 - July 1994 · 3 mos
Brokers Transaction Services, INC.Broker
January 1994 - March 1994 · 2 mos
Norwest Investment Services, INC.Broker
December 1991 - January 1994 · 2 yrs 1 mo
Fsc Securities CorporationBroker
June 1986 - December 1991 · 5 yrs 6 mos
Cardell & Associates, IncorporatedBroker
January 1986 - July 1986 · 6 mos
Private Ledger Financial Services, IncorporatedBroker
January 1985 - January 1986 · 1 yr
Waddell & Reed, INC.Broker
September 1984 - February 1985 · 5 mos
State Registrations4 states
AZFLMNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Willie Price - Financial Advisor | TrueAdvisor