William Price
William Price is a registered investment advisor at Wells Fargo Advisors, based in Lake Charles, LA, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
805 West Bayou Pines Dr, Lake Charles, LA, 70601
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2009Customer Dispute
September 2008Customer Dispute
August 2001Other Business Activities
William has a 27% ownership in Jones-Price Wealth Management, LLC, dedicating a few hours per week. He also serves as trustee for the Jones-Price Wealth Management 401k plan, also spending a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations14 states
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.