Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
32 years
Location
El Dorado, CA
OSAIC
Institution
Paul Price is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of his advisory work, he is an author of non-investment-related books and is also involved in life insurance sales. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools and automated portfolio management strategies to serve diverse client needs.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
El Dorado, CA
El Dorado CA
Advisors at this office
1
California
32 years of industry experience
OSAIC
2024 - Present • 2 years
El Dorado, CA
Woodbury Financial Services, inc.
2019 - Present • 7 years
El Dorado, CA
Woodbury Financial Services, inc.
2019 - 2024 • 5 years
El Dorado, CA
Questar Asset Management
2012 - 2019 • 7 years
Minneapolis, MN
Questar Capital
2012 - 2019 • 7 years
Minneapolis, MN
Woodbury Financial Services, inc.
2008 - 2012 • 4 years
CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 66
Pollock Pines, CA
Eagle Strategies (NY Life)
Athena Webster is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has nine years of industry experience, including roles at NYLIFE Securities LLC and Bankers Life and Casualty. Webster operates under the DBA SierraEdge Strategic Wealth and Insurance Solutions, where she engages in brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and primarily manages assets on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors.
Series 66
Camino, CA
LPL Financial
Jessie Queniart Ingram is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, she was affiliated with Quell Financial Group and held various roles in insurance agencies and financial services. Outside of her advisory work, she has experience as a life coach and as a Holy Fire Reiki III Level I & II practitioner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios to support discretionary and non-discretionary management approaches.
CFP®, Series 63, Series 66
Pollock Pines, CA
Edward Jones
Michael Steinbach is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Pollock Pines, California. Edward Jones is a full-service wealth management firm servicing over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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