Kathleen Williams-Price is a registered investment advisor, based in Lubblock, TX, with 31 years of industry experience.
Location
Archer Financial Partners, 7021 Kewanee Ave, Bldg.8 - 101, Lubblock, TX, 79424
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Regulatory History (1)
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Customer Dispute
October 2012Denied
Other Business ActivitiesSells Insurance
Kathleen owns a rental property since 1976 and works as a water aerobics instructor since 2019, dedicating minimal time and about 10% of her time respectively. She also sells Medicare supplement plans, spending minimal time on this activity.
Employment History
Current Registrations
Mcdermott Investment Services, LLCBroker
January 2024 - Present · 2 yrs 3 mos
Independent Wealth Network, INC.
September 2018 - Present · 7 yrs 7 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
September 2018 - February 2024 · 5 yrs 5 mos
Brokers Financial
September 2018 - September 2018 · 0 mos
Lowell Wealth Management
March 2014 - September 2018 · 4 yrs 6 mos
Lowell & Company, INC.Broker
March 2014 - September 2018 · 4 yrs 6 mos
LPL Financial LLCBroker
August 2012 - April 2014 · 1 yr 8 mos
LPL Financial LLC
August 2012 - April 2014 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
October 2011 - August 2012 · 10 mos
Raymond James Financial Services Advisors, INC
October 2011 - August 2012 · 10 mos
VALIC Financial Advisors, INC.
July 2011 - October 2011 · 3 mos
VALIC Financial Advisors, INC.Broker
June 2011 - October 2011 · 4 mos
Edward Jones
January 2007 - June 2011 · 4 yrs 5 mos
Edward JonesBroker
September 2005 - June 2011 · 5 yrs 9 mos
Nylife Securities INC.Broker
May 1994 - July 2005 · 11 yrs 2 mos
State Registrations6 states
LAMNMONMNVTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.