Christian
Price
Sierra Wealth Group, LLC
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About this Advisor
Christian Price is a financial advisor based in Maricopa, Arizona, working with Sierra Wealth Group, LLC. Christian has previously held positions at National Planning Corporation, Woodbury Financial Services Inc, and Sierra Wealth Group. Christian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Christian is part of Sierra Wealth Group, LLC, which operates out of Maricopa, Arizona. The firm has 3 offices and 4 employees. The firm manages assets totaling $133.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Sierra Wealth Group, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sierra Wealth Group, LLC Brokerage Details
$133,305,157
4
724
$184,123
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Christian Price Work History
Woodbury Financial Services Inc
Sierra Wealth Group
National Planning Corporation
Disclosures
Please visit the SEC profile of Christian Price to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sierra Wealth Group, LLC
Rolling Hills, CA
Phoenix, AZ
Maricopa, AZ
Bigfork, MT
Bigfork, MT
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
