Unclaimed Profile

Gerald Patrick Price

EXETER TRUST CORP·CABIN JOHN, Maryland

Series 7, Series 63, Series 65Clean record33 years registeredEXETER TRUST CORP

7945 MACARTHUR BLVD., SUITE 218, CABIN JOHN, MD 20818CRD# 1530776Firm CRD# 106556

Profile Verification

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

Identity

Gerald Patrick Price · CABIN JOHN, MD

Registration

CRD #1530776 · EXETER TRUST CORP · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EXETER TRUST CORP

EXETER TRUST CORP

Mar 2019 – Dec 2022

CABIN JOHN, MD

EXETER TRUST CORP

Oct 2013 – Dec 2017

CABIN JOHN, MD

EXETER TRUST CORP

Jul 1993 – Dec 2012

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 16, 1993

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EXETER TRUST CORP

CRD 106556 · SEC 801-114270

AUM

$26M

Regulatory assets under management

Employees

49 client accounts

Services offered by EXETER TRUST CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EXETER TRUST CORP →

Introduction

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Frequently Asked Questions

What services does Gerald Patrick Price offer?

Gerald Patrick Price specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Gerald Patrick Price's credentials?

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

Where is Gerald Patrick Price located?

Gerald Patrick Price is based in CABIN JOHN, Maryland, last registered with EXETER TRUST CORP.

How does Gerald Patrick Price charge for services?

Gerald Patrick Price's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EXETER TRUST CORP?

EXETER TRUST CORP has approximately 2 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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