KP
CFP
KP
CFP

Kaleigh Ann Price

6 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
455 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$4.5B

Fee Structure

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Location

44 Abele Road, Suite 400, Bridgeville, PA, 15017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kaleigh is an independent insurance agent since 2019. This activity requires minimal time.

Employment History
Current Registrations
Waldron Private Wealth
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Capital Analysts
January 2020 - June 2022 · 2 yrs 5 mos
Lincoln Investment
January 2019 - June 2022 · 3 yrs 5 mos
Lincoln InvestmentBroker
December 2018 - June 2022 · 3 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.