Andrew Taylor Price
Investment adviser representative at Hillcrest Financial Group
12 yearsExperience
1 stateRegistered in
$567.8MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Hillcrest Financial GroupFeb 2022 to now
- Purshe Kaplan Sterling Investments, Inc.Jun 2020 to Feb 2022
- Thrivent Advisor Network, LLCJun 2020 to Feb 2022
- Thrivent Financial for LutheransJan 2019 to May 2020
- Thrivent Investment Management IncSep 2018 to May 2020
- Thrivent Financial - David HarringtonAug 2018 to Jan 2019
- QueenscareJul 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Hillcrest Financial Group
Legal name: Ddfg, Inc
$567.8MAssets managed
347Clients
5Advisers
4 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
- 6146111
- Firm CRD
- 317862