Kathleen Marie Williams-price

Independent Wealth Network, INC.

31 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth

Independent Wealth Network, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

1,365 clients

Average Client Portfolio

$310K average

Assets Under Management

$422.6M

Fee Structure

Location

Archer Financial Partners, 7021 Kewanee Ave, Bldg.8 - 101, Lubblock, TX, 79424

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History

Regulatory History (1)

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Customer Dispute

October 2012

Denied

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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.