RP
CFP
RP
CFP

Rose Price

25 Years of Experience
Vienna, VA
BrokerSells Insurance

Rose Price is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vienna, VA, with 25 years of industry experience. Rose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8391 Old Courthouse Rd Ste 203, Vienna, VA, 22182

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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 ActivitiesSells Insurance

Rose sells fixed insurance products, including life insurance, annuities, and LTC, through Crump Life Insurance and Haslett Insurance Agency. She is also the owner of VLP Financial Advisors, dedicating about a quarter of her time to offering financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
May 2001 - Present · 25 yrs 2 mos
Cetera Wealth Services, LLCBroker
May 2001 - Present · 25 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2005 - June 2023 · 17 yrs 11 mos
Aris Securities CompanyBroker
September 2000 - April 2001 · 7 mos
State Registrations43 states
ALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHORPARISCSDTNTXUTVAWAWIWV
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.