Amy Price has been Director of Bell Partners Investment Manager since July 2026, is a control person of the firm and directly owns under 5% of it.
Bell Partners Investment Manager, LLC is a Greensboro, NC firm with $6.12B under management, 30 clients and 69 advisers across 9 offices, as of its July 2026 filing.
No adviser firm registrations are on Amy Price’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 10 November 2014 |
| Series 24 | General Securities Principal Examination | 13 March 2014 |
| Series 7 | General Securities Representative Examination | 29 August 1998 |
- Name
- Investment Banking Registered Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Amy Gunther Price
- CRD
- 2378816
- Firm
- Bell Partners Investment Manager · CRD 329611
- Role
- Director
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Amy Price work?
Amy Price has been Director of Bell Partners Investment Manager, LLC since July 2026, and is a control person of the firm.
Does Amy Price have a current investment-adviser registration?
Amy Price has a current broker registration and no current investment-adviser registration.
What exams has Amy Price passed?
Amy Price has passed 5 licensing exams: the Series 7, Series 24, Series 63, Series 79TO and Series 99TO. The earliest, the Series 7, was passed in August 1998. FINRA credited Amy Price with the SIE, which began in October 2018.
Is Amy Price registered with FINRA?
Yes. Amy Price has a current broker registration, under CRD 2378816.
Source: FINRA BrokerCheck
How can I verify Amy Price’s record?
Search CRD 2378816 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Amy Price’s full registration record.
Lili DunnDirector, Chief Executive Officer & President
Jeffrey LenserChief Compliance Officer, Senior Vice President, General Counsel
Sarah YoungChief Financial Officer
Cynthia ClareChief Operating Officer
Nickolay BochiloChief Investment Officer
Kathryn ByfordChief Adminstrative Officer
Joseph CannonChief Investment Management Officer- Karamjit KalsiDirector