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Sean Price is a registered investment advisor, based in Winter Park, FL, with 29 years of industry experience.
Location
611 N Wymore Rd, Suite 206, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
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Criminal
December 1989Final Disposition
Other Business ActivitiesSells Insurance
Sean is the President of Price Wealth Advisory LLC and Price Tax Advisory LLC, dedicating full-time hours to each. He is also an agent for B. Riley Wealth Insurance, selling life insurance and annuities for about 10-20% of his time.
Employment History
Current Registrations
B. Riley Wealth ManagementBroker
October 2021 - Present · 4 yrs 7 mos
B. Riley Wealth Advisors, INC.
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
National Securities CorporationBroker
November 2013 - July 2022 · 8 yrs 8 mos
Asset & Financial Planning, LTD
January 2003 - May 2014 · 11 yrs 4 mos
Prime Capital Services, INC.Broker
July 2001 - November 2013 · 12 yrs 4 mos
Charles Schwab & CO., INC.Broker
August 1997 - July 2001 · 3 yrs 11 mos
W. S. Griffith & CO., INC.Broker
December 1996 - September 1997 · 9 mos
State Registrations7 states
COFLGANCNJTXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.