Unclaimed Profile

David Wall Price

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC·JACKSONVILLE, Florida

Series 7CFAClean record23 years registeredST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

4500 SALISBURY RD, JACKSONVILLE, FL 32216CRD# 4347462Firm CRD# 169538

Profile Verification

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

Identity

David Wall Price · JACKSONVILLE, FL

Registration

CRD #4347462 · ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC · 23 years registered

Brand Profile

Not yet started

Career History

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

Dec 2013 – present

BBVA WEALTH SOLUTIONS INC.

Oct 2010 – Dec 2013

HOUSTON, TX

ST JOHNS WEALTH MANAGEMENT

May 2003 – Oct 2010

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · May 1, 2003

Years registered · 23

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

CRD 169538 · SEC 801-78956

AUM

$312M

Regulatory assets under management

Employees

564 client accounts

Services offered by ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC →

Introduction

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Frequently Asked Questions

What services does David Wall Price offer?

David Wall Price specializes in Investment Management, Wealth Management. Contact their office in JACKSONVILLE, Florida for a consultation.

What are David Wall Price's credentials?

David Wall Price holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Wall Price located?

David Wall Price is based in JACKSONVILLE, Florida, working with ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.

How does David Wall Price charge for services?

David Wall 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 ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC?

ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC has approximately 5 employees and manages $312M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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