Kayla Price
Kayla Price is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Humble, TX, with 11 years of industry experience. Kayla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
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
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