NP
NP

Nicholas Allen Price

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
118 clients
Average Client Portfolio
$19.0M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$10M
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Location

1177 West Loop South, Suite 1500, Houston, TX, 77027

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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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Employment History
Current Registrations
Paul Comstock Partners
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Saxon Financial Group
December 2022 - March 2024 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
October 2020 - April 2021 · 6 mos
J.P. Morgan Securities LLCBroker
December 2019 - October 2020 · 10 mos
LPL Financial LLCBroker
January 2019 - August 2019 · 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Nicholas Allen Price - Financial Advisor | TrueAdvisor