CP
Connor J. Price
HUNGERFORD FINANCIAL LLC
Grand Rapids, MI 49546
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CRD#: 6794885
CP
Professional summary
Connor James Price, who also goes by Connor Price, is a registered financial advisor currently at HUNGERFORD FINANCIAL LLC located in Grand Rapids, Michigan and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Grand Rapids, Michigan.
Connor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Connor has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Connor 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.
1.) RED ELK TAX SERVICES - OWNER -TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - ALTO, MI - SINCE 10/2019 - NOT INVESTMENT RELATED 2.) HUNGERFORD FINANCIAL, LLC - CHIEF INVESTMENT OFFICER - REGISTERED INVESTMENT ADVISOR - GRAND RAPIDS, MI - SINCE 01/2020 - INVESTMENT RELATED 3.) HUNGERFORD FINANCIAL - PORTFOLIO MANAGER - REGISTERED INVESTMENT ADVISOR - GRAND RAPIDS, MI - SINCE 01/2020 - INVESTMENT RELATED 4.) HUNGERFORD FINANCIAL - CHIEF INVESTMENT OFFICER - DBA NAME FOR MARKETING PURPOSES ONLY - GRAND RAPIDS, MI - SINCE 01/2020 - INVESTMENT RELATED 5.) HUNGERFORD WEALTH - CHIEF INVESTMENT OFFICER - DBA NAME FOR MARKETING PURPOSES ONLY - GRAND RAPIDS, MI - SINCE 01/2024 - INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Connor James 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®
NoneExperience
Current
October 11, 2020 - Present
HUNGERFORD FINANCIAL LLC
Office #1: 2910 Lucerne Drive Se, Grand Rapids, MI 49546RIA
CRD#: 249789
Grand Rapids, MI
Current
August 14, 2020 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 2910 Lucerne Dr. Se, Grand Rapids, MI 49546RIA
BD
CRD#: 20804
Grand Rapids, MI
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".
HF
HUNGERFORD FINANCIAL LLC
HANC WEALTH MANAGEMENT, LLC | HUNGERFORD FINANCIAL LLC
CRD#: 249789 / SEC#: 801-114535
RIA
Registered Investment Advisory firm - (1/30/2019 Approved)Michigan
Registered Investment Advisory firm - (4/30/2019 Terminated)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.RR
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
RR
Indiana(11/23/2021)
RR
Kentucky(1/9/2025)
RR
Michigan(9/1/2020)
IAR
Michigan(10/11/2020)
RR
Pennsylvania(4/15/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/14/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HF
HUNGERFORD FINANCIAL LLC
HANC WEALTH MANAGEMENT, LLC | HUNGERFORD FINANCIAL LLC
CRD#: 249789 / SEC#: 801-114535
RIA
Registered Investment Advisory firm - (1/30/2019 Approved)Michigan
Registered Investment Advisory firm - (4/30/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2910 Lucerne Drive Se, Grand Rapids, MI 49546
Mailing Address
Phone number
(616) 302-1558
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 892 |
| AUM (Assets Under Management) | $ 378,295,537 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HUNGERFORD FINANCIAL LLC
CRD#: 249789Grand Rapids, MI 49546TRUST BUT VERIFY
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