DP
DP

Don Andrew Price

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
955 clients
Average Client Portfolio
$594K average
Assets Under Management
$567.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

106 Wadsworth Street, Suite A, Radford, VA, 24141

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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

Don established Andrew Price & Associates, LLC for tax purposes. He also works part-time at UPS and is involved in outside insurance sales, dedicating about 10-20% of his time to UPS.

Employment History
Current Registrations
Lombard Securities IncorporatedBroker
June 2009 - Present · 16 yrs 8 mos
Lombard Advisers Incorporated
June 2009 - Present · 16 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - May 2009 · 1 yr 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2009 · 1 yr 4 mos
A. G. Edwards & Sons, INC.
March 2002 - January 2008 · 5 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
February 2002 - January 2008 · 5 yrs 11 mos
UBS Painewebber INC.Broker
March 1999 - February 2002 · 2 yrs 11 mos
F.N. Wolf & CO., INC.Broker
August 1990 - October 1990 · 2 mos
State Registrations5 states
FLMDNCVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Don Andrew Price - Financial Advisor | TrueAdvisor