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Samuel Price

Wells Fargo Advisors
32 Years of Experience
Oklahoma City, OK
2 DisclosuresBroker
View SEC Summary
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Samuel Price is a registered investment advisor at Wells Fargo Advisors, based in Oklahoma City, OK, with 32 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

211 N Robinson Ave Ste N1600, One Leadership Square, Oklahoma City, OK, 73102

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2008
Closed-No Action
Customer Dispute
September 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Samuel is a part-owner of Kapri LLC and Samdak LLC, and also has inherited oil and gas mineral rights. These activities are investment-related and require minimal time commitment.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
April 2017 - Present · 9 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2017 - Present · 9 yrs 6 mos
Wells Fargo Advisors
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Bok Financial Securities, INC.Broker
May 2004 - May 2017 · 13 yrs
Bok Financial Advisors
May 2004 - May 2017 · 13 yrs
Banc One Securities Corporation
November 1998 - May 2004 · 5 yrs 6 mos
Banc One Securities CorporationBroker
July 1998 - May 2004 · 5 yrs 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
October 1987 - April 1990 · 2 yrs 6 mos
E. F. Hutton & Company INCBroker
October 1985 - October 1987 · 2 yrs
State Registrations2 states
OKTX
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.
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