Kayla Price is a CFP-designated registered investment advisor, based in Humble, TX, with 12 years of industry experience. Kayla is also registered as a broker, so some compensation may come from commissions on products sold.
Location
30 Wilson Road, Humble, TX, 77338
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kayla is an agent for Avantax Insurance Agency, LLC since 2015, selling various annuity products, and is involved with rental property ownership/management through MLKE Partners LTD and MLKE MGT, LLC. She also works in tax preparation/accounting at MKP - PRICE & CO, P.C. (about a quarter of her time) and dedicates nearly full-time hours to Price Financial LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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