Nathan Lee Price

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2013 → 04/2018
  Hornor Townsend & Kent Inc
  Horsham, PA
• 02/2013 → 04/2018
  Penn Mutual Life Ins Co
  Horsham, PA
• 05/2018 → Present
  Massmutual Life Insurance Co
  Lake Oswego, OR
• 07/2018 → Present
  Mml Investors Services, Llc
  Lake Oswego, OR

Previous Registrations

• 2013-05-13 → 2018-05-08
  Hornor, Townsend & Kent, Llc
  Lake Oswego, OR
  Vancouver, WA
• 2009-10-08 → 2012-11-05
  Park Avenue Securities Llc
  Portland, OR
• 2008-08-01 → 2009-03-11
  Nationwide Securities, Llc
  Columbus, OH
  Tigard, OR
  Portland, OR
• 2005-12-05 → 2008-08-01
  1717 Capital Management Company
  Portland, OR
  Portland, OR
  Omaha, NE
  Lake Oswego, OR
• 2005-05-19 → 2005-11-22
  Signator Investors, Inc.
  Portland, OR
• 2003-09-03 → 2003-12-04
  Equitable Advisors, Llc
  Portland, OR

Other Businesses

NAME: ROAN CT INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: SIMPLE RENTAL PROPERTY POSITION: OWNER START: 2020 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 1. (2) NAME: NATHAN PRICE INV REL: Y ADD: 5885 MEADOWS RD LAKE OSWEGO, OR 97035 NATURE: LIFE,DI,LTC, FIXED ANNUITIES INSURANCE SALES POSITION: AGENT START DATE: 9/9/2021 NO HRS/MO: 8 NO HRS/MO DUR TRADING:6 DUTIES: SELLING FIXED ANNUITY, LIFE AND HEALTH INSURANCE

Exams

• S66 Uniform Combined State Law Examination
  2003-07-03

Other Names

• Nathan Lee Price
• Nathan Lee Price
• Nathan Lee Price