Deborah E. Price

PRICE PLANNING

COLUMBUS, OH

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CRD#: 2660926

Professional summary

Deborah Elaine Price, CFP® is a registered financial advisor currently at PRICE PLANNING, LLC located in Columbus, Ohio.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Deborah has worked at 2 firms and has passed the Series 7 exam.

Core Areas of Focus

College/Education Planning

Corporate Executives

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Biography

www.priceplanning.com

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Deborah Elaine Price's 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: 1998

Experience

Current

February 6, 2003 - Present

PRICE PLANNING, LLC

RIA

CRD#: 125110

COLUMBUS, OH

Past

May 31, 2000 - October 16, 2002

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

October 5, 1995 - August 1, 1997

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/6/2003)

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

General Industry/Product Exam

Series 7

Date: 10/4/1995

General Securities Representative Examination

Current Firm

PRICE PLANNING, LLC

CRD#: 125110 / SEC#:

Ohio

Registered Investment Advisory firm - (2/5/2003 Approved)

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Contact information

Main Address

Powell, OH

Mailing Address

Phone number

(614) 848-3860

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Deborah E. Price

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Deborah Elaine Price's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRICE PLANNING, LLC

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 7

Date: 10/4/1995

Current Firm

PRICE PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

PRICE PLANNING, LLC

TRUST BUT VERIFY

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