Brentford Moir Price

Current Employers

Employment History

• 12/2003 → 11/2018
  Kms Financial Services, Inc
  Seattle, WA
• 08/2015 → Present
  Wilson & Albers Company, Llc
  Tacoma, WA
• 11/2018 → 08/2024
  Triad Advisors
  Norcross, GA
• 11/2018 → Present
  Alera Investment Advisors, Llc
  Tacoma, WA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Tacoma, WA

Previous Registrations

• 2003-12-12 → 2018-11-01
  Kms Financial Services, Inc.
  Tacoma, WA
  Tacoma, WA
• 2003-01-02 → 2003-12-12
  Metropolitan Financial Services, Inc.
  Tacoma, WA

Other Businesses

1. Wilson Albers;not investment related;4733 Tacoma Mall Blvd,#200,Tacoma,WA 98409;dba;producer;11/1/2018;producer 2. Brent Price & Joan Price;not investment related;12610 Vine Maple Dr SW,Lakewood,WA 98499;rental properties;owner;2011;0-1 hr/month;0 hrs during trading;own 3 single family rental properties,take care of occasional maintenance items 3. Alera Group;investment related;Three Parkway North,Suite 500,Deerfield,IL 60015;corporation and parent company for the Alera affiliates;wealth management advisor;2/1/2018;160 hrs/month;6.5 hrs during trading;financial professional for Alera Group,which operates under dba names Alera Group Wealth Services and Alera Group Retirement Plan Services 4. BRENT PRICE - RENTAL PROPERTIES POSITION: Property owner / Landlord NATURE: Rental Properties INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/21/2024 ADDRESS: 17963 W Ryan's Way, Surprise AZ 85374, United States DESCRIPTION: I own a couple of rental properties. This was previously disclosed as properties owned jointly with my wife. We were divorced 3/21/2024. I retained 2 of our 3 properties. Nothing has changed other than the property registration. 5. WILSON ALBERS POSITION: Financial Advisor NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2018 ADDRESS: 17963 W Ryans Way, Surprise AZ 85374-2931, United States DESCRIPTION: Financial Services: individual life, disability & LTC insurance 6. ALERA ADVISORY SERVICES POSITION: Wealth Management Advisor NATURE: I'm an employee of The Alera Group. Alera Investment Advisors is our wealth management advisory team. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2018 ADDRESS: 17963 W Ryans Way, Surprise AZ 85374-2931, United States DESCRIPTION: I assist clients in determining their financial needs, goals and risk profile - then direct an appropriate portion of their investment portfolio into a managed advisory portfolio that matches these. We periodically review the portfolio and their needs, goals and risk tolerance and adjust if/when appropriate.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-03
• S63 Uniform Securities Agent State Law Examination
  1997-06-24

Designations

Other Names

• Brentford M Price
• Brent M Price