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 in Peabody, Massachusetts. Currently a registered financial advisor at Cambridge Investment Research Advisors, Inc, they have gathered an impressive 21 years of experience in the financial advisory industry. Price has a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Price can serve clients in Massachusetts. Over the course of their career, they have held roles at Cambridge Investment Research Advisors, Inc, Cambridge Investment Research, Inc and Neal A Price & Company, Llp. Cambridge Investment Research Advisors, Inc is located in Peabody, Massachusetts, and operates out of 1,728 offices throughout the United States. As a firm, Cambridge Investment Research Advisors, Inc manages $40 billion in assets dispersed across 225,374 client accounts and retains more than 2,672 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 196,087 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Cambridge Investment Research Advisors, Inc offers 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

21 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 21 years of experience.

2005 - Present (14 years)

Cambridge Investment Research Advisors, Inc

2003 - Present (16 years)

Cambridge Investment Research, Inc

1997 - Present (22 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

Christopher Bishop
Leesburg, VA
Matthew Riordan
Evansville, IN
Joshua Rivlin
Owings Mills, MD
Joshua Beitel
Traverse City, MI
Lindsey Reyes
Fairfield, IA
Shivjinder Dhillon
Cleveland, OH
Divam Mehta
Henrico, VA
Seth Cecil
Fairfield, IA

This content was compiled from the SEC and FINRA.

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