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Christopher Lee Price

Investment adviser representative at Investment Advisor Group
16 yearsExperience
4 statesRegistered in
ChFC®Designation
$81MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Investment Advisor GroupJan 2021 to now
  2. The Investment Advisor Alliance LLCFeb 2010 to Jan 2021

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 4 states (CT, NJ, NY, PA).

Investment Advisor Group

Legal name: Clpf LLC

$81MAssets managed
124Clients
3Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4468600
Firm CRD
312448
Advisor's SEC record (opens in a new tab)
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