Caitlin J. Price
Professional summary
Caitlin Joyce Price, who also goes by Caitlin Joyce, is a registered financial advisor currently at TACTICAL WEALTH PARTNERS located in Swansboro, North Carolina.
Caitlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Caitlin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Caitlin Joyce Price's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 6, 2026 - Present
TACTICAL WEALTH PARTNERS
November 10, 2021 - March 31, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 8, 2021 - March 31, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/8/2026)
(2/6/2026)
Exams
Series 7TO
Date: 10/8/2021
General Securities Representative ExaminationCurrent Firm
TACTICAL WEALTH PARTNERS
CRD#: 286416 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 350 |
| AUM (Assets Under Management) | $ 13,177,838 |
Red Flags
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