Dallas R Price

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2022 → 11/2024
  Pruco Securities Llc
  South Jordon, UT
• 06/2021 → 03/2023
  Juan Amoros State Farm
  Salt Lake City, UT
• 09/2020 → 11/2020
  D Dahle Mazda
  Murray, UT
• 01/2015 → 11/2024
  Dallas Price Graphic Design
  Richfield, UT
• 05/2012 → 09/2016
  Brehm Communications
  Richfield, UT
• 02/2021 → 06/2021
  Teleperformance/Usaa
  Salt Lake City, UT
• 03/2023 → Present
  The Prudential Insurance Company Of America
  South Jordon, UT
• 11/2024 → Present
  Lpl Enterprise, Llc
  Midvale, UT

Previous Registrations

• 2023-07-14 → 2024-11-14
  Pruco Securities, Llc.
  South Jordon, UT
  Midvale, UT

Other Businesses

1) 09/27/2024 - Knights of Columbus - Member of Not for Profit - Non-profit volunteer (not on board) - Non Inv Related - At MIDVALE, UT - Start Date 07/18/2016 - 4hrs/mth - 0hrs/mth During Trading 2)09/23/2024- SLFP, LLC (Salt Lake Financial Planning- DBA for LPL Business (entity for LPL business)-Inv. Related- At reported Business Location(s)- Start Date 07/11/2024- 0hrs/mnth-0hrs during trading 3)09/23/2024- SLFP, LLC-Business Entity For Tax/Investment Purposes Only-Administrative/Bookkeeping-Inv. Related - At Midvale, UT- Start Date 07/11/2024- 0hrs/mnth-0hrs during trading 4) 01/07/2025- Crump- Non-Variable Insurance/Insurance Agency- OBA through crump for some products as approved previously.- Inv. Related - At Midvale, UT.- Start date 12/05/2024- 1hr/mnth-1hr during trading 5) 01/07/2025- Liberty Mutual-Non-Variable Insurance/Insurance Agency-Also, P&C through Liberty Mutual Choice Platform- Inv. Related - At Midvale, UT. Start Date - 12/05/2024- 1hr/mnth-1hr during trading 6)01/07/2025- Couch Braunsdorf- Non-Variable Insurance/Insurance Agency-Business Lines P&C Referral partnership through Couch Braunsdorf- Inv. Related- At Midvale, UT - 12/05/2024- 1hr/mnth-1hr during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-03-11

Other Names

• Dallas R Price
• Dallas Price