Jeffrey Price is a CFP-designated registered investment advisor, based in Erie, PA, with 18 years of industry experience.
Location
2765 W 8th, Erie, PA, 16505
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey receives compensation for referrals to First National Bank Trust Department and sells fixed life insurance outside of Cetera. He also owns rental property, is a part owner of Allison Price Health and Witness LLC, and is the treasurer for Build Better Fields.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
State Registrations12 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.