Nicholas
Price

Saxon Financial Group

CRD#6954518
Investment Advisor
in Houston, TX

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About this Advisor

Nicholas Price is a financial advisor operating out of Houston, Texas with a total of 1 year of industry experience. Price currently works for Saxon Financial Group. Throughout their career, Price has worked at Luxottica, Academy Sports And Outdoors, Texas Tech University, Lpl Financial LLC Dba Greenbriar Financial, Jpmorgan Chase, Globe Life Inc, Eskimo Hut, Weatherford College, Raymond James Financial Services and Saxon Financial Group. Price holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Texas. Saxon Financial Group is a company that has its headquarters in Houston, TX. It oversees $446 million in total assets between its 1,524 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,524 customer accounts, 26% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Saxon Financial Group performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fees charged by Saxon Financial Group may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1177 West Loop S Suite 1825
Houston, TX 77027

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Saxon Financial Group Brokerage Details

Total Assets Under Management

$446,390,319

TX Average: $3,042,739,679
Total Number of Employees

16

TX Average: 49
Total Number of Accounts

1,524

TX Average: 2,315
Average Account Size

$292,907

TX Average: $1,314,358

Investment Advisory Services

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

Nicholas Price Work History

Nicholas has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Saxon Financial Group

2020 - 2021 (1 year)

Raymond James Financial Services

2019 - 2020 (1 year)

Jpmorgan Chase

2019 - 2019 (< 1 year)

Globe Life Inc

2018 - 2018 (< 1 year)

Texas Tech University

2018 - 2019 (1 year)

Lpl Financial LLC Dba Greenbriar Financial

2016 - 2018 (2 years)

Luxottica

2015 - 2015 (< 1 year)

Eskimo Hut

2015 - 2016 (1 year)

Texas Tech University

2013 - 2013 (< 1 year)

Academy Sports And Outdoors

2013 - 2013 (< 1 year)

Weatherford College

2013 - 2015 (2 years)

Texas Tech University

*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 Nicholas 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 Saxon Financial Group

Nicholas Price
Houston, TX
Jaclyn Gilbert
Houston, TX
Arturo Neto
Houston, TX
Timothy Lucio
Houston, TX
Elizabeth Morrison
Houston, TX
Patrick Buckley
Houston, TX
Deane Hafling
Houston, TX
Bretton Williams
Houston, TX

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

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