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David Price

Financial Advisor

Office:

502.420.9912

Fax:

Location:

10503 Timberwood Circle, Suite 205

Louisville, KY 40223

Email:

About David

David enjoys working with clients to help them identify and prioritize their personal or business financial goals, which is one of the first steps toward developing an effective retirement plan. He also provides analysis, evaluation and solution strategies for clients helping them to pursue financial goals include risk management (insurances), retirement and investment planning, and tax and estate planning.

David joined the team at Commonwealth Capital Management in 2004 as a Financial Consultant. Prior to joining the team, he was fortunate to work and gain experience in multiple financial roles, including senior management, corporate controller and financial analyst positions. The work experiences accumulated throughout the more than 25 years in financial service, manufacturing, drug discovery, and food service industries, has equipped him with a "business sense" and "versatility" that has served him well as he guides clients through the financial planning process. 
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David has a B.S. in Business from the University of Louisville. His wife of 25 years (Lori) and David enjoy playing tennis, golf, working out at the YMCA, and cheering for their daughter’s sports teams.


For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representative may give legal or tax advice.

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Registered representatives and investment advisor representatives offering securities and Investment advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker/Dealer and a registered investment advisor. Cetera is under separate ownership from any other named entity.


This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Important Disclosures & Form CRS | Business Continuity 

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*2024 Louisville’s Financial Advisory Firms Ranked by local financial advisers issued by Louisville Business First.  Information was obtained from representatives of listed companies. Other companies might have been eligible but did not respond to requests for information. Local refers to the Louisville area of Jefferson, Bullitt, Oldham and Shelby counties in Kentucky and Clark, Floyd and Harrison counties in Indiana. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

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10503 Timberwood Circle, Suite 205, Louisville, KY 40223

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