Paul Howard Price

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

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

• 10/2012 → 03/2019
  Questar Capital
  Minneapolis, MN
• 10/2012 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  El Dorado, CA
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  El Dorado, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  El Dorado, CA

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  El Dorado, CA
• 2012-10-11 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  El Dorado, CA
• 2008-03-28 → 2012-10-11
  Woodbury Financial Services, Inc.
  El Dorado Hills, CA
  Eldorado Hills, CA

Other Businesses

1) AUTHOR POSITION: author NATURE: Write books INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2003 ADDRESS: 617 Barranca Court, El Dorado Hills CA 95762, United States DESCRIPTION: write books 2) LIFE INSURANCE POSITION: agent NATURE: life insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 02/01/1994 ADDRESS: 617 Barranca Court, El Dorado Hills CA 95762, United States DESCRIPTION: insurance sales

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-03
• S63 Uniform Securities Agent State Law Examination
  1994-09-22