Justin L. Price

AIM ADVISORY GROUP

Lubbock, TX 79424

Some features on this profile are disabled

CRD#: 4934769

Professional summary

Justin Lane Price, CFP® is a registered financial advisor currently at AIM ADVISORY GROUP, LLC located in Lubbock, Texas.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Justin has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 22 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.

I AM A LICENSED INSURANCE AGENT IN THE STATES OF TEXAS, GEORGIA, AND INDIANA. I HAVE THE ABILITY TO EARN COMMISSIONS ON SALES OF LIFE INSURANCE, MEDICAL INSURANCE, LONG-TERM CARE, AND ANNUITIES IN THOSE STATES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Lane 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: 2010

Experience

Current

December 5, 2013 - Present

AIM ADVISORY GROUP, LLC

Office #1: 7021 Kewanee Ave Unit 2102, Lubbock, TX 79424

RIA

CRD#: 169281

Lubbock, TX

Past

June 10, 2008 - September 10, 2013

UHLMANN PRICE SECURITIES, LLC

CRD#: 42854

LUBBOCK, TX

Past

September 21, 2006 - July 23, 2007

LPL FINANCIAL LLC

CRD#: 6413

LUBBOCK, TX

Past

March 24, 2005 - September 15, 2006

MONERE INVESTMENTS, INC.

CRD#: 105487

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

Texas
(12/5/2013)

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: 7/24/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/12/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/19/2007

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 3/23/2005

Direct Participation Programs Representative Examination

Current Firm

AIM ADVISORY GROUP, LLC

AIM ADVISORY GROUP, LLC | REALEGACY PARTNERS, LLC | PRICE, JUSTIN

CRD#: 169281 / SEC#:

Texas

Registered Investment Advisory firm - (1/1/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7021 Kewanee Ave Unit 2102, Lubbock, TX 79424

Mailing Address

Phone number

(806) 853-8004

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 18,421,094

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.

Similar Advisors

John Cooke

SANCTUARY ADVISORS, LLC

IAR

Indianapolis, IN

Michael Mcalpin

INTELLICAPITAL ADVISORS LLC

IAR

PONTE VEDRA, FL

Tyler Vasquez

THREE ARCH WEALTH MANAGEMENT LLC

IAR

IRVINE, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Justin L. Price

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Lane Price's CRS (Customer Relationship Summary).

Certified licenses

Experience

AIM ADVISORY GROUP, LLC

UHLMANN PRICE SECURITIES, LLC

LPL FINANCIAL LLC

MONERE INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/2008

Series 63

Date: 4/12/2005

Series 7

Date: 1/19/2007

Series 22

Date: 3/23/2005

Current Firm

AIM ADVISORY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AIM ADVISORY GROUP, LLC

TRUST BUT VERIFY

Similar Advisors