Alex Price, Financial Advisor located in Belmont, NC

Financial Advisor
Alex Price

MBA, CFP®, AAMS®
106 Kenwood St, Belmont, NC 28012opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • History and Museums
  • Music
  • Spending Time with Family
  • Traveling

Team Members

  • Lisa Stone
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(704) 829-8072

Fax

(877) 803-7723

Office Address

106 Kenwood St
Belmont, NC 28012opens in a new window

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