Justin Price
Advisor at AIM Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at AIM Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AIM Advisory Group, LLC
Location
Lubbock, TX 79424
Credentials
CFP®, Series 63, Series 65
Industry experience
12 years
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.
Based on AIM Advisory Group, LLC
Based on AIM Advisory Group, LLC
$500 to $10,000 for financial planning
$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%
$300 per hour
Account minimum: $100,000
7021 Kewanee Ave, Unit 2102
Lubbock, TX 79424
Texas
AIM Advisory Group, LLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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