Advisor at Independent Wealth Network, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Independent Wealth Network, Inc.
Location
Lubblock, TX 79424
Credentials
Series 63, Series 66
Industry experience
31 years
Kathleen Williams Price is a financial advisor with Independent Wealth Network, Inc. She holds Series 63 and Series 66 licenses and has 31 years of industry experience. Her prior roles include positions at McDermott Investment Services, Brokers International Financial Services, and Lowell And Company Inc. Outside of her advisory work, she teaches water aerobics and is involved in Medicare supplement plan sales. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers and model portfolios, tailoring strategies to client goals through various investment approaches including fundamental and technical analysis.
Based on Independent Wealth Network, Inc.
Single fee for service possible under Financial Planning & Consulting Agreement
Hourly fees may be charged for extraordinary financial planning or consulting services
Retainer fee possible for Financial Planning & Consulting Services for a period not to exceed six months
Fee-only: Fees negotiated based on complexity; may be single fee, hourly fee, or retainer (up to six months) for Financial Planning and Consulting Services
Archer Financial Partners, 7021 Kewanee Ave, Bldg.8 101
Lubblock, TX 79424
Louisiana · Minnesota · Missouri · Nevada · New Mexico · Texas
McDermott Investment Services, LLC
2024 - Present (2 years)
Independent Wealth Network, Inc.
2018 - Present (8 years)
Brokers International Financial Services
2018 - 2024 (6 years)
Lowell And Company Inc
2014 - 2018 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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