Christian D. Price

LIFE PLANNING ADVISORS LLC

Maricopa, AZ

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CRD#: 4279084

Professional summary

Christian David Price is a registered financial advisor currently at LIFE PLANNING ADVISORS LLC located in Maricopa, Arizona.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christian has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

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.

Odyssey Jewelers, non-investment related. 45528 W Dirk St Maricopa AZ 85139 Part time jewelry private sales Owner, started 2001 Less than 2 hours/wk during trading hours and less than 2 hours/wk during regular week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian David 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®

None

Experience

Current

January 4, 2018 - Present

LIFE PLANNING ADVISORS LLC

RIA

CRD#: 151292

Maricopa, AZ

Past

January 4, 2018 - December 31, 2018

LIFE PLANNING ADVISORS LLC

RIA

CRD#: 151292

Maricopa, AZ

Past

October 13, 2017 - December 1, 2017

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

GLENDALE, AZ

Past

October 13, 2017 - December 1, 2017

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

GLENDALE, AZ

Past

September 7, 2007 - October 13, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

GLENDALE, AZ

Past

July 1, 2004 - October 13, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

GLENDALE, AZ

Past

October 19, 2000 - July 2, 2004

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

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".

LIFE PLANNING ADVISORS LLC

LIFE PLANNING ADVISORS LLC | SIERRA WEALTH GROUP, LLC

CRD#: 151292 / SEC#: 801-126603

RIA

Registered Investment Advisory firm - (9/22/2022 Approved)

Arizona

Registered Investment Advisory firm - (1/4/2018 Approved)

California

Registered Investment Advisory firm - (10/28/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(1/4/2018)

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 66

Date: 6/26/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/5/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/1/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/18/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIFE PLANNING ADVISORS LLC

LIFE PLANNING ADVISORS LLC | SIERRA WEALTH GROUP, LLC

CRD#: 151292 / SEC#: 801-126603

RIA

Registered Investment Advisory firm - (9/22/2022 Approved)

Arizona

Registered Investment Advisory firm - (1/4/2018 Approved)

California

Registered Investment Advisory firm - (10/28/2022 Terminated)

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Contact information

Main Address

62 Bay Harbor Drive #2826, Bigfork, MT 59911

Mailing Address

Phone number

(760) 918-0304

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIERRA WEALTH GROUP ADV PART 2 (3/13/2025)

JEFFREY B GOLDMAN (3/13/2025)

TIMOTHY VANHOUTEN (3/13/2025)

TODD A TESSLER (3/13/2025)

CHRISTIAN D PRICE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	964
AUM (Assets Under Management)	$ 153,980,000

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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Firm Stability Insights

Christian D. Price

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian David Price's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFE PLANNING ADVISORS LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

SUNAMERICA SECURITIES, INC.

Primary Firm SEC Registration

LIFE PLANNING ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2007

Series 63

Date: 1/5/2001

SIE

Date: 12/1/2017

Series 7

Date: 1/5/2007

Series 6

Date: 10/18/2000

Current Firm

LIFE PLANNING ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIFE PLANNING ADVISORS LLC

TRUST BUT VERIFY

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