Patrick
Price

Cambridge Investment Research Advisors, Inc

CRD#4692794
Investment Advisor
in Peabody, MA

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About this Advisor

Patrick Price is a financial advisor based in Peabody, Massachusetts. Currently a registered advisor with Cambridge Investment Research Advisors, Inc, they have accrued a notable 22 years of work experience as a financial advisor. Price has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Price can work with investors in Massachusetts. Price has gained experience at Cambridge Investment Research, Inc, Neal A Price & Company, Llp and Cambridge Investment Research Advisors, Inc. Cambridge Investment Research Advisors, Inc is headquartered in Peabody, Massachusetts, and operates out of 1,728 additional locations in the United States. As a company, Cambridge Investment Research Advisors, Inc oversees $44 billion in assets across 276,236 accounts and employs more than 2,857 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 243,822 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Cambridge Investment Research Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

194 Newbury St Ste 6
Peabody, MA 01960

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$44,327,336,213

MA Average: $9,259,360,772
Total Number of Employees

2,857

MA Average: 166
Total Number of Accounts

276,236

MA Average: 7,189
Average Account Size

$160,469

MA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Patrick Price Work History

Patrick has 23 years of experience.

2005 - Present (15 years)

Cambridge Investment Research Advisors, Inc

2003 - Present (17 years)

Cambridge Investment Research, Inc

1997 - Present (23 years)

Neal A Price & Company, Llp

Disclosures

Patrick Price has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cambridge Investment Research Advisors, Inc

David Truskey
Harrisburg, PA
Richard Lullo
Houston, TX
Colin Gray
Ormond Beach, FL
James Persano
East Windsor, CT
Yvonne Loar
Clarksburg, WV
Joseph Cooper
Harrisburg, PA
Daniel Brixius
Harrisburg, PA
Gary Rogers
Fort Worth, TX

This content was compiled from the SEC and FINRA.

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