DP
CFP
DP
CFP

Daintry Price

38 Years of Experience
Bothell, WA
1 DisclosureBrokerSells Insurance

Daintry Price is a CFP-designated registered investment advisor, based in Bothell, WA, with 38 years of industry experience.

Location

12100 NE 195th Street, Suite 200, Bothell, WA, 98011

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History

Regulatory History (1)
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
July 2022
Settled
Other Business ActivitiesSells Insurance

Daintry is associated with HUB Retirement and Wealth Management, HUB International, HUB International Investment Services Inc, and Global Retirement Partners, primarily in investment advisory and financial advisor roles. Daintry also works as an insurance agent selling life, disability, and long-term care insurance, dedicating minimal time to this activity.

Employment History
Current Registrations
HUB International Investment Services INC.Broker
June 2025 - Present · 11 mos
HUB International Investment Services INC.
June 2025 - Present · 11 mos
LPL Financial LLCBroker
April 2022 - Present · 4 yrs 1 mo
Global Retirement Partners LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
Conover Capital Management
January 2018 - October 2022 · 4 yrs 9 mos
Conover Capital Management
January 2017 - December 2017 · 11 mos
Conover Securities Corporation
September 2015 - October 2022 · 7 yrs 1 mo
Conover Capital Management
September 2015 - December 2016 · 1 yr 3 mos
Conover Securities CorporationBroker
January 2015 - October 2022 · 7 yrs 9 mos
Conover Capital Management
January 2015 - August 2015 · 7 mos
NFP Advisor Services, LLC
January 2008 - January 2015 · 7 yrs
NFP Advisor Services, LLCBroker
January 2008 - January 2015 · 7 yrs
Financial Network Investment Corporation
February 1995 - February 2008 · 13 yrs
Financial Network Investment CorporationBroker
March 1989 - February 2008 · 18 yrs 11 mos
Financial Network Investment CorporationBroker
September 1987 - February 1989 · 1 yr 5 mos
State Registrations9 states
AZCAHIILMDMENYOHWA
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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