Christopher B. Price

INTEGRATED FINANCIAL PLANNING SERVICES

Seattle, WA 98116

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CRD#: 1043863

Professional summary

Christopher Bailey Price, CFP®, who also goes by Chris Price, Christopher Baily Price, is a registered financial professional currently at INTEGRATED FINANCIAL PLANNING SERVICES located in Seattle, Washington.

Christopher is registered as a RR (Registered Representative) and started their career in finance in 1982. Christopher has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Chris Price | Christopher Baily Price

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Christopher Bailey Price's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

July 2, 2020 - Present

INTEGRATED FINANCIAL PLANNING SERVICES

Office #1: 3717 California Ave Sw, Unit 102d, Seattle, WA 98116

RIA

CRD#: 17935

Seattle, WA

Past

September 29, 2014 - June 16, 2020

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

SEATTLE, WA

Past

January 27, 2010 - June 16, 2020

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

SEATTLE, WA

Past

January 9, 2008 - December 21, 2009

OSAIC SERVICES, INC.

RIA

CRD#: 133763

SEATTLE, WA

Past

December 20, 2007 - December 21, 2009

OSAIC SERVICES, INC.

CRD#: 133763

SEATTLE, WA

Past

August 26, 1986 - January 10, 2008

INTEGRATED FINANCIAL PLANNING SERVICES

CRD#: 17935

HEIDELBERG,

Past

February 11, 1986 - August 22, 1986

PILOT FINANCIAL SERVICES, INC.

CRD#: 7838

Past

January 28, 1985 - February 25, 1986

FINANCIAL PLANNERS EQUITY CORPORATION

CRD#: 7420

Past

November 18, 1983 - March 25, 1985

AMERICAN FINANCIAL SERVICES

CRD#: 13563

Past

June 23, 1982 - August 12, 1985

USLIFE EQUITY SALES CORP.

CRD#: 7962

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTEGRATED FINANCIAL PLANNING SERVICES

BARRY E. SWANSON, CFP | SWANSON, BARRY EARNEST | INTEGRATED FINANCIAL PLANNING SERVICES | IFPS

CRD#: 17935 / SEC#: 801-132001, 8-35120

RIA

Registered Investment Advisory firm - SEC (3/5/2025 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Washington
(7/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/8/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/29/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/1984

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/15/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/12/1994

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

INTEGRATED FINANCIAL PLANNING SERVICES

BARRY E. SWANSON, CFP | SWANSON, BARRY EARNEST | INTEGRATED FINANCIAL PLANNING SERVICES | IFPS

CRD#: 17935 / SEC#: 801-132001, 8-35120

RIA

Registered Investment Advisory firm - SEC (3/5/2025 Approved)

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

Karlstrasse 20, Heidelberg 69117

Mailing Address

Karlstrasse 20, Heidelberg 69117 69117

Phone number

011496221-23597

Established

Nevada since 10/29/1999

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (1 States and Territories)

FINRA licenses (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

INTEGRATED FINANCIAL PLANNING SERVICES 20250404 (4/4/2025)

INTEGRATED FINANCIAL PLANNING SERVICES 20250121 (1/21/2025)

ADV PART 2A (2/5/2020)

Direct owners and executive officers

Name	Position	CRD#
THE ESTATE OF BARRY E. SWANSON	OWNER
CUOMO, KATHY POIST	FINANCIAL & OPERATIONS PRINCIPAL	4877600
HUNTINGTON-SELL, MARCIA OLIVIA	CHIEF COMPLIANCE OFFICER	5534414
KINKADE, GLENN ALAN	CHIEF EXECUTIVE OFFICER	2124318
KINKADE, LYNNE ELAINE	SECRETARY	5074259
KINKADE, LYNNE ELAINE	ESTATE EXECUTOR	5074259

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christopher B. Price

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Christopher Bailey Price's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

INTEGRATED FINANCIAL PLANNING SERVICES

PILOT FINANCIAL SERVICES, INC.

FINANCIAL PLANNERS EQUITY CORPORATION

AMERICAN FINANCIAL SERVICES

USLIFE EQUITY SALES CORP.

Primary Firm SEC Registration

INTEGRATED FINANCIAL PLANNING SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/1995

Series 63

Date: 10/29/1992

SIE

Date: 10/1/2018

Series 7

Date: 1/21/1984

Series 6

Date: 5/15/1982

Series 24

Date: 9/12/1994

FINRA

Current Firm

INTEGRATED FINANCIAL PLANNING SERVICES

Contact information

SEC notice filing (1 States and Territories)

FINRA licenses (36 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Disclosures

Red Flags

Company Information

INTEGRATED FINANCIAL PLANNING SERVICES

TRUST BUT VERIFY

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