Kevin S. Price

INTERLAKE CAPITAL MANAGEMENT

Carmel, CA 93923

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CRD#: 4839019

Professional summary

Kevin S Price is a registered financial advisor currently at INTERLAKE CAPITAL MANAGEMENT, LLC located in Carmel, California.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kevin has worked at 2 firms and has passed the Series 66 and Series 7 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.

Part-Time caddying at Pebble Beach Resorts. This is not investment-related. 2790 17-Mile Drive, Pebble Beach, CA 93950 Start Date: April, 2015. Approximate number of hours/month: 40. Approximate number of hours/month during securities trading hours: 16. Duties are those of a caddie at the three courses operated inside the Del Monte Forest by the Pebble Beach Company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin S 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®

None

Experience

Current

January 11, 2007 - Present

INTERLAKE CAPITAL MANAGEMENT, LLC

Office #1: 100 Clock Tower Place Suite 120, Carmel, CA 93923

RIA

CRD#: 142577

Carmel, CA

Past

October 20, 2004 - October 17, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SEATTLE, WA

Past

September 23, 2004 - October 17, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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

California
(6/30/2009)

IAR

Wisconsin
(1/11/2007)

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: 10/19/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/22/2004

General Securities Representative Examination

Current Firm

INTERLAKE CAPITAL MANAGEMENT, LLC

CRD#: 142577 / SEC#:

California

Registered Investment Advisory firm - (6/29/2009 Approved)

Wisconsin

Registered Investment Advisory firm - (1/11/2007 Approved)

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Contact information

Main Address

100 Clock Tower Place Suite 120, Carmel, CA 93923

Mailing Address

Phone number

(608) 216-4548

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 76,724,500

Red Flags

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

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Kevin S. Price

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin S Price's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTERLAKE CAPITAL MANAGEMENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/19/2004

Series 7

Date: 9/22/2004

Current Firm

INTERLAKE CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTERLAKE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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