Kathleen
Williams-Price
Independent Wealth Network, Inc
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About this Advisor
Kathleen Williams-Price is a financial advisor based in Lubbock, Texas, working with Independent Wealth Network, Inc. Kathleen has previously held positions at Lowell And Company Inc, Brokers International Financial Services, Independent Wealth Network, Inc, and Mcdermott Investment Services, LLC. Kathleen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Minnesota, Nevada, and Texas. Currently, Kathleen is part of Independent Wealth Network, Inc, which operates out of Lubbock, Texas. The firm has 16 offices and 25 employees. The firm manages assets totaling $358.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Independent Wealth Network, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Wealth Network, Inc Brokerage Details
$358,327,384
25
2,499
$143,388
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kathleen Williams-Price Work History
Mcdermott Investment Services, LLC
Independent Wealth Network, Inc
Brokers International Financial Services
Lowell And Company Inc
Disclosures
Please visit the SEC profile of Kathleen Williams-Price to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Wealth Network, Inc
Lubbock, TX
Frederick, MD
Sanger, TX
Phoenix, AZ
Los Angeles, CA
Phoenix, AZ
Phoenix, AZ
Urbandale, IA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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