CD
Ciara Danese Price
CRD 5716356
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Lincoln Investment Planning, Llc | Registered representative | 07/20/2026 |
| Capital Analysts, Llc | Registered representative | 07/20/2026 |
| Legacy Solutions, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Legacy Solutions, Llc
Chief Operating Officer, Member · 5% – 10% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗