Everett
Price

Principal Street Partners, LLC

CRD#6359878
Investment Advisor
in Memphis, TN

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About this Advisor

Everett Price is a financial advisor based in Memphis, Tennessee, working with Principal Street Partners, LLC. Everett has previously held positions at Logan Capital Management, Princeton University, and R. Seelaus & Co Inc. Everett has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Everett is part of Principal Street Partners, LLC, which operates out of Memphis, Tennessee. The firm has 1 office and 12 employees. The firm manages assets totaling $2.9 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and other services. The fee structure at Principal Street Partners, LLC includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

949 Shady Grove Rd South Suite 402
Memphis, TN 38120

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Principal Street Partners, LLC Brokerage Details

Total Assets Under Management

$2,872,187,942

TN Average: $730,596,643
Total Number of Employees

12

TN Average: 15
Total Number of Accounts

724

TN Average: 968
Average Account Size

$3,967,110

TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Other

Everett Price Work History

2017 - Present (7 years)

R. Seelaus & Co Inc

2015 - 2015 (< 1 year)

Logan Capital Management

2014 - 2014 (< 1 year)

Logan Capital Management

2012 - 2016 (4 years)

Princeton University

Disclosures

Please visit the SEC profile of Everett 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 Principal Street Partners, LLC

Morgan Sanders
Memphis, TN
Eric Sellinger
Englewood, NJ
Everett Price
Memphis, TN
Reed Walters
Memphis, TN
James West
Memphis, TN
David Weiner
Englewood, NJ
Christopher Prest
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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