Canon
Price
Beverly Investment Advisors LLC
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About this Advisor
Canon Price is a financial advisor working out of Beverly Hills, California with a total of 21 years of relevant experience. Price is currently employed by Beverly Investment Advisors LLC. They have worked at Beverly Investment Advisors Llc for the entirety of their career. Price maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Beverly Investment Advisors LLC is a registered investment firm that has its headquarters in Beverly Hills, CA. It handles $309 million in assets between its 107 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 107 accounts, 87% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely are based on the type of financial services. Fees charged by Beverly Investment Advisors LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beverly Investment Advisors LLC Brokerage Details
$308,831,113
1
107
$2,886,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Canon Price Work History
Canon has been registered as a financial advisor for 21 years.*
Beverly Investment Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Canon 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 Beverly Investment Advisors LLC
Beverly Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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