Adviser and broker representative · Independent Wealth Network, Inc.

Kathleen M. Williams-Price

CRD 2450125 · Lubblock, TX

At a glance

Kathleen M. Williams-Price is an investment adviser representative with Independent Wealth Network, Inc. in Lubblock, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Kathleen’s SEC record dates to 2007, about 19 years ago. Kathleen is also registered as a broker representative.

Current advisory firm

Independent Wealth Network, Inc.Since September 2018Lubblock, TX · $518M in regulatory assets

SEC adviser record

Registered since: 2007 (19 years)
Designations: None on file
Exams: Series 63, Series 66
Registered in: 7 states
Also a broker representative: Yes
Disclosures on record: Yes, see the SEC record

AtlasMembers

Kathleen’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 6 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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