Ashby Woody Price

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Henrico, VA
• 06/2014 → Present
  Kestra Investment Services, Llc
  Henrico, VA

Other Businesses

Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: CFA Society Virginia Investment Related: No Address: 9500 Arrowdel Road Richmond VA 23229 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board member Start Date: 7/1/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: meeting to discuss how to grow the organization and raise awareness of the C?FA Institute Name: Ashwood Financial Partners Investment Related: Yes Address: 5806 Grove Avenue, #241 Richmond VA 23226 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Advisor Start Date: 5/29/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial planning, investment management Name: ACG Richmond Investment Related: No Address: PO Box 4921 Richmond VA 23058 Nature of Business: Other Other/None of the Above networking Position, Title or Relationship: member Start Date: 9/2/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: member, help recruit new members to the group Name: THE COMMUNITY TAX LAW PROJECT POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/27/2025 ADDRESS: P.O. Box 11322, Richmond VA 23230, United States DESCRIPTION: attend board meetings help provide guidance on the investment strategy along with other board members help provide guidance on the investment policy statement Name: ASHBY W. PRICE & ASSOCIATES POSITION: Owner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: No # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2016 ADDRESS: 8010 Thom Road, Henrico VA 23229, United States DESCRIPTION: LLC started in 2016 for future use in case I established a business

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-22
• S63 Uniform Securities Agent State Law Examination
  2010-07-12

Designations