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James Dale Price

ChairmanOsaic Wealth, Inc.CRD 1243224

About James Dale Price

James Dale Price is listed as Chairman at Osaic Wealth, Inc. in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Under 5%. James Dale Price is associated with 5 registered advisers.

Reported ownership

Owns Under 5% of Osaic Wealth, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Dale Price work?

James Dale Price is listed as Chairman at Osaic Wealth, Inc. on SEC Form ADV.

How much of Osaic Wealth, Inc. does James Dale Price own?

Form ADV reports a beneficial ownership band of Under 5%.

Osaic Wealth, Inc.

TitleChairman
OwnershipUnder 5%
Control personYes
Since2016

Vision2020 Wealth Management Corp.

TitleChairman, Director
OwnershipUnder 5%
Control personYes
Since2016

Ladenburg Thalmann Asset Management Inc

TitleChairman
OwnershipUnder 5%
Control personYes
Since2020

Osaic Advisory Services, LLC

TitleChairman
OwnershipUnder 5%
Control personYes
Since2020

Osaic Institutions, Inc.

TitleChairman
OwnershipUnder 5%
Control personYes
Since2022