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Kenneth Wayne Price

PER Stirling Capital Management, LLC

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About Kenneth Wayne Price

Kenneth Wayne Price is a financial advisor with over 20 years of experience in the industry. Kenneth is a Certified Financial Planner, Chartered Financial Consultant, and Chartered Financial Analyst. Kenneth is registered with Per Stirling Capital Management, LLC in Texas and has been with the firm since June 2015. Previously, Kenneth was employed by Riverstone Wealth Management, Inc. from September 1996 until February 2007. Kenneth holds a Series 7, 24, 30, 63, and 65 licenses.

Firm Information

Kenneth Price is currently registered with PER Stirling Capital Management, LLC. PER Stirling Capital Management, LLC is an investment advisor registered with the SEC and located in Austin, TX. The firm manages approximately $1 billion - $10 billion in assets for a range of clients, including individuals, corporations, charitable organizations, and high-net-worth individuals. PER Stirling provides portfolio management services, financial planning, and selection of other advisors.
PER Stirling Capital Management, LLC

4800 BEE CAVES ROAD

AUSTIN, TX 78746

$1.21B

Assets Under Management

70

Total Clients

28

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Promoter fees

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Kenneth Price’s Registration & Firm History

TX

06/16/2015 - Present

PER Stirling Capital Management, LLC (AUSTIN TX)

TX

09/12/1996 - 02/21/2007

RIVERSTONE WEALTH MANAGEMENT, INC. (AUSTIN TX)

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Licenses & Designations

IA

Issued 10/02/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2006

Series 30 - NFA Branch Manager Examination

BC

Issued 03/16/2004

Series 24 - General Securities Principal Examination

BC

Issued 09/11/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Wayne Price.
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