Unclaimed Profile

Canon Jill Price

BEVERLY INVESTMENT ADVISORS LLC·BEVERLY HILLS, California

Series 6, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredBEVERLY INVESTMENT ADVISORS LLC

9701 WILSHIRE BOULEVARD, BEVERLY HILLS, CA 90212CRD# 2198859Firm CRD# 124038

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Canon Jill Price · BEVERLY HILLS, CA

Registration

CRD #2198859 · BEVERLY INVESTMENT ADVISORS LLC · 25 years registered

Brand Profile

Not yet started

Career History

SEIA

Dec 2024 – present

SUMMIT WEALTH MANAGEMENT,INC

Apr 2006 – Apr 2007

BEVERLY HILLS, CA

BEVERLY INVESTMENT ADVISORS LLC

Nov 2002 – Jan 2025

BEVERLY HILLS, CA

LIDO ADVISORS

Jun 2001 – Dec 2002

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 8, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEVERLY INVESTMENT ADVISORS LLC

CRD 124038 · SEC 801-63046

AUM

$96M

Regulatory assets under management

Employees

105 client accounts

Services offered by BEVERLY INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEVERLY INVESTMENT ADVISORS LLC →

Introduction

Speak with Canon

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Canon is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BEVERLY HILLS?

Browse all registered financial advisors in BEVERLY HILLS, California or claim this profile if it's yours.

Browse BEVERLY HILLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Canon Jill Price offer?

Canon Jill Price specializes in Financial Planning, Investment Management. Contact their office in BEVERLY HILLS, California for a consultation.

What are Canon Jill Price's credentials?

Canon Jill Price is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Canon Jill Price located?

Canon Jill Price is based in BEVERLY HILLS, California, working with BEVERLY INVESTMENT ADVISORS LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Canon Jill Price charge for services?

Canon Jill Price's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEVERLY INVESTMENT ADVISORS LLC?

BEVERLY INVESTMENT ADVISORS LLC has approximately 1 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →