Gordon W. Price

RAYMOND JAMES INVESTMENT MANAGEMENT

Apex, NC

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CRD#: 4984731

Professional summary

Gordon Westcott Price, CIMA®, who also goes by Wes Price, G. Westcott Price, Gordon W Price, is a registered financial advisor currently at RAYMOND JAMES INVESTMENT MANAGEMENT located in Apex, North Carolina and CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.

Gordon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Gordon has worked at 12 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Aliases

Wes Price | G. Westcott Price | Gordon W Price

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 Gordon Westcott 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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 8, 2026 - Present

RAYMOND JAMES INVESTMENT MANAGEMENT

RIA

CRD#: 174904

Apex, NC

Current

May 27, 2026 - Present

CARILLON FUND DISTRIBUTORS, INC.

Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716

CRD#: 139749

ST. PETERSBURG, FL

Past

October 13, 2025 - April 23, 2026

GRANT WILLIAMS L.P.

CRD#: 45961

PHILADELPHIA, PA

Past

April 4, 2025 - June 23, 2025

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA

CRD#: 116407

APEX, NC

Past

April 4, 2025 - June 23, 2025

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

CRD#: 130139

PLYMOUTH, MN

Past

March 2, 2023 - February 10, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Apex, NC

Past

March 2, 2023 - February 10, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

September 17, 2018 - February 8, 2023

ADVISORS ASSET MANAGEMENT, INC.

RIA

CRD#: 46727

Apex, NC

Past

September 14, 2018 - February 8, 2023

ADVISORS ASSET MANAGEMENT, INC.

CRD#: 46727

MONUMENT, CO

Past

October 30, 2007 - September 11, 2018

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PRINCETON, NJ

Past

October 30, 2007 - September 11, 2018

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

PRINCETON, NJ

Past

April 28, 2006 - October 24, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

April 28, 2006 - October 24, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, NJ

Past

September 8, 2005 - November 23, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PRINCETON, NJ

Past

August 24, 2005 - November 23, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 24, 2005 - November 23, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

RAYMOND JAMES INVESTMENT MANAGEMENT

CARILLON TOWER ADVISERS, INC. | RAYMOND JAMES INVESTMENT MANAGEMENT

CRD#: 174904 / SEC#: 801-100356

RIA

Registered Investment Advisory firm - (7/6/2015 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

North Carolina
(5/27/2026)

IAR

North Carolina
(7/8/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/6/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/2/2024

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

RAYMOND JAMES INVESTMENT MANAGEMENT

CARILLON TOWER ADVISERS, INC. | RAYMOND JAMES INVESTMENT MANAGEMENT

CRD#: 174904 / SEC#: 801-100356

RIA

Registered Investment Advisory firm - (7/6/2015 Approved)

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Contact information

Main Address

780 Carillon Parkway, St Petersburg, FL 33716

Mailing Address

880 Carillon Parkway, St Petersburg, FL 33716

Phone number

(800) 521-1195

Established

Firm type

Fiscal year end

# of Employees

175

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RAYMOND JAMES INVESTMENT MANAGEMENT FORM ADV PART 2A-2B-3 (12/12/2025)

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 16,864,326,714

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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Advisor Monitoring

Firm Stability Insights

Gordon W. Price

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gordon Westcott Price's CRS (Customer Relationship Summary).

Certified licenses

Experience

CARILLON FUND DISTRIBUTORS, INC.

GRANT WILLIAMS L.P.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

ADVISORS ASSET MANAGEMENT, INC.

ADVISORS ASSET MANAGEMENT, INC.

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

RAYMOND JAMES INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2005

SIE

Date: 10/1/2018

Series 7

Date: 8/23/2005

Series 24

Date: 4/2/2024

FINRA

Current Firm

RAYMOND JAMES INVESTMENT MANAGEMENT

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RAYMOND JAMES INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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