William Nicholson Price

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1981 → Present
  William N Price Cpa, Cfp
  Barnesville, MD
• 10/2009 → 12/2019
  Spire Investment Partners, Llc
  Reston, VA
• 12/2019 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2019 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2009-10-30 → 2019-12-06
  Spire Wealth Management, Llc
  Mclean, VA
  Barnesville, MD
• 2000-12-06 → 2009-11-02
  Medallion Advisory Services, Llc
  Barnesville, MD

Other Businesses

1. WOOD WORKING, BARNESVILLE, MD, 1/1982 SALES OF WOODEN PRODUCTS SUCH AS BOWLS AND FURNITURE. NIR - 3/WK - 0/TRADING. 2. WILLIAM N PRICE CPA CFP, 21800 BEALLSVILLE RD, BARNSVILLE, MD, 1/1982, AS OWNER PROVIDING INCOME TAX PREPARATION, TAX PLANNING, ESTATE PLANNING, AND ASSISTANCE SETTLING ESTATES. NIR - 15/WK - 15/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE. 4. WILLIAM N PRICE, 21800 BEALLSVILLE RD, BARNESVILLE, MD, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 04/27/01, INV REL, 1/YR- 1/TRADING 5. FRIENDS OF GREAT FALLS TAVERN, PO Box 60481, Potomac MD 20859, 04/2025, TREASURER, VOLUNTEER, NIR, 10 HR/MO - 5 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-11-10

Designations

• Certified Financial Planner