Gregory Price
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Gregory Price? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab & Co., Inc.Jan 2026 to now
- Charles Schwab BankJan 2026 to now
- Charles Schwab & Co., Inc.Sep 2024 to Dec 2025
- Caesars Sportsbook and CasinoMar 2023 to Sep 2023
- Housing Helpers of Las VegasDec 2022 to Aug 2024
- Full Time EducationJun 2021 to Feb 2023
- Somersett Country ClubFeb 2020 to May 2021
- Full Time EducationAug 2018 to Jan 2020
- Full Time EducationOct 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NV).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7979294
- Firm CRD
- 5393