Unclaimed Profile

Russell Warren Price

CONTANGO CAPITAL ADVISORS, INC.·SAN FRANCISCO, California

SIE, Series 7, Series 63, Series 65Clean record23 years registeredCONTANGO CAPITAL ADVISORS, INC.

WELMAN HOLDINGS, INC., SAN FRANCISCO, CA 94104CRD# 4570925Firm CRD# 131308

Profile Verification

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

Identity

Russell Warren Price · SAN FRANCISCO, CA

Registration

CRD #4570925 · CONTANGO CAPITAL ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

UBS FINANCIAL SERVICES INC.

Mar 2014 – present

CONTANGO CAPITAL ADVISORS, INC.

Jul 2004 – Mar 2014

LAS VEGAS, NV

M&I INVESTMENT MANAGEMENT CORP.

Feb 2003 – Dec 2003

LAS VEGAS, NV

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 21, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZIONS CAPITAL ADVISORS, INC.

CRD 131308 · SEC 801-63287

AUM

$1.8B

Regulatory assets under management

Employees

86 client accounts

Services offered by ZIONS CAPITAL ADVISORS, INC.

Per Form ADV

Selection of other advisers

View all advisors at ZIONS CAPITAL ADVISORS, INC. →

Introduction

Speak with Russell

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

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

Looking for a financial advisor in SAN FRANCISCO?

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

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Russell Warren Price offer?

Russell Warren Price specializes in Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Russell Warren Price's credentials?

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

Where is Russell Warren Price located?

Russell Warren Price is based in SAN FRANCISCO, California, working with CONTANGO CAPITAL ADVISORS, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Russell Warren Price charge for services?

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

How large is CONTANGO CAPITAL ADVISORS, INC.?

CONTANGO CAPITAL ADVISORS, INC. has approximately 16 employees and manages $1.8B 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 →