Kerwin R. Price
Professional summary
Kerwin Randolph Price III, who also goes by Kerwin Randolph III Price, Kirk Price III, is a registered financial advisor currently at MERIDIAN WEALTH ADVISORS, LLC located in Austin, Texas.
Kerwin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Kerwin has worked at 3 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 8 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kerwin Randolph Price III's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2018 - Present
MERIDIAN WEALTH ADVISORS, LLC
Office #1: 3600 North Capital Of Texas Highway Building B, Suite 150, Austin, TX 78746September 26, 1996 - December 31, 2017
RAYMOND JAMES & ASSOCIATES, INC.
September 26, 1996 - December 31, 2017
RAYMOND JAMES & ASSOCIATES, INC.
April 18, 1988 - October 7, 1996
HILLTOP SECURITIES INC.
Primary Firm SEC Registration
MERIDIAN WEALTH ADVISORS, LLC
CRD#: 282609 / SEC#: 801-107344
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/23/2024)
(1/2/2018)
Exams
Series 8
Date: 10/8/1991
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
MERIDIAN WEALTH ADVISORS, LLC
CRD#: 282609 / SEC#: 801-107344
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,440 |
| AUM (Assets Under Management) | $ 1,450,816,126 |
Red Flags
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