Lori
Price

Steward Partners Investment Advisory, LLC

CRD#1522451
Investment Advisor
in Hendersonville, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Lori Price is a financial advisor who works out of Hendersonville, North Carolina, who has been in the financial industry for 11 years. Price is an advisor for Steward Partners Investment Advisory, LLC. Throughout their career, Price has worked at Ubs Financial Services Inc, Raymond James Financial Services, Inc, Steward Partners Global Advisory, LLC and Steward Partners Investment Advisory, LLC. Price has Series 63 and Series 66 licenses, which qualify them as a securities agent, and can advise clients in North Carolina. Steward Partners Investment Advisory, LLC is a firm that has its headquarters in Hendersonville, North Carolina. The investment advisory business has offices in 25 locations and a total of 224 advisors. It has $7 billion in total assets among its 16,315 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 25 charitable organizations. Of its 16,315 accounts, 62% are held by high-net-worth individuals who have greater than $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial management usually depend on which services the firm provides the client. However, fee types billed by Steward Partners Investment Advisory, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

210 Third Avenue West
Hendersonville, NC 28739

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$7,347,561,277

NC Average: $7,464,549,021
Total Number of Employees

224

NC Average: 88
Total Number of Accounts

16,315

NC Average: 3,892
Average Account Size

$450,356

NC Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Lori Price Work History

Lori has 11 years of experience.

2019 - Present (2 years)

Raymond James Financial Services, Inc

2019 - Present (2 years)

Steward Partners Global Advisory, LLC

2019 - Present (2 years)

Steward Partners Investment Advisory, LLC

2009 - 2019 (10 years)

Ubs Financial Services Inc

Disclosures

Lori Price has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Vaclav Vlcek
Washington, DC
Austin Hunt
Clearwater, FL
William Gold
New York, NY
Andrew Githmark
Manchester, NH
Conor Wolchesky
Bethesda, MD
Ross Hamilton
Bethesda, MD
Anthony Mandile
New York, NY
Linda Rozycki
New York, NY

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started