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Justin Price

Advisor at AIM Advisory Group, LLC

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AIM Advisory Group, LLC logo

Firm

AIM Advisory Group, LLC

Location

Lubbock, TX 79424

Credentials

CFP®, Series 63, Series 65

Industry experience

12 years

About

Justin Price is a CFP® professional with 12 years of industry experience, serving as the sole advisor at AIM Advisory Group, LLC since 2013. He holds Series 63 and Series 65 licenses and is a licensed insurance agent in Texas, Georgia, and Indiana, authorized to sell life, medical, long-term care insurance, and annuities. AIM Advisory Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $18.4 million in discretionary assets. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering both long-term and short-term trading strategies, including options, while tailoring client risk tolerance through documented Investment Policy Statements.

Client services

Based on AIM Advisory Group, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on AIM Advisory Group, LLC

Options & derivatives strategies Private / alternative investments Real estate investing

Fee options

Fixed

$500 to $10,000 for financial planning

Percentage

$0 - $150,000: 1.50% $150,000 - $250,000: 1.40% $250,000 - $500,000: 1.30% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.90%

Project-based

$300 per hour

Other

Account minimum: $100,000

Location

7021 Kewanee Ave, Unit 2102

Lubbock, TX 79424

Most active in

Texas

Work history

AIM Advisory Group, LLC

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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