| Advisor Profile |
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| Name: |
Chuck Price |
| Phone Number: |
(503) 214-2862 |
| Website: |
Visit Website
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Business Description |
Today's investment climate offers unprecedented opportunities. At Price Financial Group, our mission is to help clients take advantage of those opportunities, and to have strategies to help protect investors in volatile market conditions.
Chuck is currently host of "Investing Simplified" radio show heard on 1410AM The Money Station every Wednesday afternoon 4:00pm to 5:00pm in the Portland, Southwest Washington area. He has been providing articles to the East County News since 1995, as well as the Gresham Outlook and has appeared in the Oregonian East County edition. He has been a guest Financial Advisor on Northwest Cable News several times answering questions on the market and the economy. He was a co-host on a nationwide radio show from Boston, MA called “Living with your Money” that is no longer broadcast locally. |
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General Information |
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| Insurance License#: |
WA 101644
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| Name of Broker/Dealer: |
FSC Securities Corporation
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| Name of Custodial Firm: |
Pershing LLC
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| States Licensed in: |
OR, WA, CA, AZ, NV, KS, AK
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| Years of Experience in Financial Services: |
30
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| Number of Years with Current Firm: |
5
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| I work with the following types of clients: |
Businesses, Individual Investors
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Services |
| Investment Types: |
Bonds, Stocks, Annuities, Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Retirement Financial Advisor (CRFA)
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| Securities Licenses: |
Series 7, Series 6, Series 63, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Variable Annuity, Long Term Care, Annuity, Life
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| Financial Organization Memberships: |
Financial Planning Association (FPA), Financial Services Institute
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets, Commissions, Hourly
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| Fee % Based on Assets: |
2.2%
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| Prepared By: |
Chuck Price |
Frequently Asked Questions |
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What is your approach to financial planning? |
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We do fee based Planning. |
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Will you be the only person working with me? |
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As far as Investiong yes, but we have three fulltime staff for service work, so if you need something we always have a person for you to talk with. |
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How are you compensated? How will I pay for your services? |
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We work on Fees, you will not pay commissions or transaction fees |
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| Q. |
How much risk should I be willing to take? |
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We do a personal profile, you will not take more risk than you are comfortable with. |
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| Q. |
Have you ever been charged with any breaches? |
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What services do you provide? What are your specialties? |
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Fee based Planning. Our specialty is making sure our clients do not run out of money in retirement |
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What is your experience? How many clients do you currently manage? |
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I have 39 years and we manage 360 clients, our clients must meet with us Quarterly either face to face or on the phone |
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Do you provide a free initial consultation? |
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We will do a First review, and then a follow-up analysis, then you decide if you want to do businees with us. |
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| Q. |
Why should I choose you as my financial advisor? |
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You shouldn't, Until we have met and interviewed each other to see if it will work for both of us |
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Do you provide a free initial consultation? |
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