Andrew
Price
Hillcrest Financial Group
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About this Advisor
Andrew Price is a financial advisor operating in Thousand Oaks, California, who has 1 year of industry experience. Price is currently employed by Hillcrest Financial Group. The advisor has gained experience at National Planning Corp, Trilogy Financial Services, Queenscare, Thrivent Financial - David Harrington, Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, Inc and Hillcrest Financial Group. Price holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to advise clients in California. Hillcrest Financial Group is a registered investment firm based out of Thousand Oaks, CA. It has $369 million in total assets across its 901 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 901 client accounts, 42% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically are based on the financial services provided. However, fees billed by Hillcrest Financial Group may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hillcrest Financial Group Brokerage Details
$368,600,000
5
901
$409,101
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Andrew Price Work History
Andrew has been registered as a financial advisor for 1 years.*
Hillcrest Financial Group
Thrivent Advisor Network, LLC
Purshe Kaplan Sterling Investments, Inc
Thrivent Financial For Lutherans
Thrivent Financial - David Harrington
Thrivent Investment Management Inc
Queenscare
National Planning Corp
Trilogy Financial Services
*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 Andrew 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 Hillcrest Financial Group
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, 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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