CP
ChFC
CP
ChFC

Christopher Lee Price

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
129 clients
Average Client Portfolio
$560K average
Assets Under Management
$72.3M

Fee Structure

Minimum Investment:$100K
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Location

Hancock, NY

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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 Activities

Christopher is a representative at Delaware County NY Local Development Corp (LDC) since June 2024, a non-compensated position. He spends minimal time outside trading hours reviewing business requests for financing and promoting business opportunities.

Employment History
Current Registrations
Investment Advisor Group
February 2021 - Present · 5 yrs
Previous Registrations
The Investment Advisor Alliance LLC
February 2010 - February 2021 · 11 yrs
State Registrations4 states
CTNJNYPA
Advisor
Exams
No exam information available for this advisor.
Christopher Lee Price - Financial Advisor | TrueAdvisor