Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kathleen? Claim Your ProfileKathleen Williams-Price is a financial advisor at Independent Wealth Network, Inc. Kathleen has been working in the financial services industry since 1994. Kathleen has earned licenses to operate in Minnesota, Nevada, New Mexico, and Texas. Kathleen also holds Series 6, 7, 63 and 66 licenses. Kathleen is currently working in both the Lubbock and Urbandale offices. Kathleen offers financial planning services to individuals and businesses. Kathleen also provides pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
09/18/2018 - Present
Independent Wealth Network, Inc. (Lubblock TX)
TX
09/17/2018 - 02/01/2024
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Lubbock TX)
TX
03/19/2014 - 09/17/2018
LOWELL & COMPANY, INC. (LUBBOCK TX)
TX
08/24/2012 - 04/10/2014
LPL FINANCIAL LLC (LUBBOCK TX)
TX
10/28/2011 - 08/27/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (LUBBOCK TX)
TX
06/29/2011 - 10/27/2011
VALIC FINANCIAL ADVISORS, INC. (AUSTIN TX)
TX
09/08/2005 - 06/28/2011
EDWARD JONES (LUBBOCK TX)
NY
05/24/1994 - 07/12/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 01/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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