Stacey Price is a registered investment advisor, based in San Diego, CA, with 2 years of industry experience.
Location
11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127
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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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Stacey works as a real property appraiser in Peoria, AZ since 2017. This activity requires minimal time.
Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
September 2025 - Present · 1 yr
Kingswood Capital Partners, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Edward Jones
May 2024 - September 2025 · 1 yr 4 mos
Edward JonesBroker
January 2024 - September 2025 · 1 yr 8 mos
State Registrations3 states
AZMDWY
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.