Samuel Cowan Price

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2004 → 04/2017
  Bosc, Inc.
  Oklahoma City, OK
• 05/2004 → 04/2017
  Bank Of Oklahoma
  Oklahoma City, OK
• 04/2017 → Present
  Wells Fargo Clearing Services, Llc
  Oklahoma City, OK

Previous Registrations

• 2004-05-03 → 2017-05-17
  Bok Financial Securities, Inc.
  Oklahoma City, OK
  Tulsa, OK
• 1998-11-09 → 2004-05-13
  Banc One Securities Corporation
  Oklahoma City, OK

Other Businesses

KAPRI LLC, INV RELATED, OKLAHOMA CITY, OK, 16.667% OWNER, START: 4/2/2009, 0 HOURS, NO DUTIES. SAMDAK, LLC, INV RELATED, OKLAHOMA, CITY, OK, 50% OWNER, START: 2/1/2015, 0 HOURS, NO DUTIES. VARIOUS INHERITED OIL & GAS MINERAL RIGHTS; INV. RELATED; OKLAHOMA CITY, OK; START DATE 1/2020; 0 HRS PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  1998-08-20
• S63 Uniform Securities Agent State Law Examination
  1985-11-05

Other Names

• Sam Cowan Price
• Sam C. Price