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GP

Gordon A. Price

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CRD#: 707958
GP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gordon Arthur Price, who also goes by Gordon A Price, was a registered financial professional .

Gordon is a previously registered financial professional and started their career in finance in 1980. Gordon had worked at 7 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 14, Series 27, F04 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gordon A 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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 10, 2017 - March 14, 2023

CLICK CAPITAL MARKETS

BD
CRD#: 168376
Scottsdale, AZ
Past

October 1, 2007 - March 2, 2017

WALTON SECURITIES, INC.

BD
CRD#: 143763
SCOTTSDALE, AZ
Past

August 11, 2006 - September 13, 2007

CAPWEST SECURITIES, INC.

BD
CRD#: 30002
PHOENIX, AZ
Past

January 14, 2005 - March 31, 2006

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

December 10, 1999 - March 9, 2000

NATCITY INSURANCE SERVICES, INC.

BD
CRD#: 16989
CLEVELAND, OH
Past

September 15, 1995 - December 8, 2004

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH
Past

March 27, 1980 - September 11, 1995

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/2/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 10/29/1980
Financial Principal Examination
Principal/Supervisory Exam

Current Firm


CC
CLICK CAPITAL MARKETS
ASTON DIEL HOLDINGS, LLC | CLICKIPO | CLICK IPO, LLC | CLICK IPO SECURITIES, LLC | CLICK CAPITAL MARKETS | ASTON DIEL SECURITIES, LLC

CRD#: 168376 / SEC#: , 8-69304

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
9835 E Bell Road Suite 110, Scottsdale, AZ 85260
Mailing Address
Po Box 21154, Mesa, AZ 85277
Phone number
(602) 633-4513
Established
Arizona since 06/28/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CLICK IPO HOLDINGS, LLCSOLE MEMBER
BASKETT, ERINFINOP/ CFO4538604
BEVAUN, MARLONFINOP6259795
COYLE, SCOTT WILLIAMCHIEF EXECUTIVE OFFICER1512382
MERINGOLO, THOMAS NMNCCO4192542
SHAW, BRADLEY THOMASDIRECTOR OF BROKER DEALER OPERATIONS2067034

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.

Company Information


CLICK CAPITAL MARKETS

CRD#: 168376

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