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Justin P
CFP®, Series 63, Series 65
Lubbock, TX
AIM Advisory Group, LLC
Justin Price is a CFP® professional with 12 years of industry experience, serving as the sole advisor at AIM Advisory Group, LLC since 2013. He holds Series 63 and Series 65 licenses and is a licensed insurance agent in Texas, Georgia, and Indiana, authorized to sell life, medical, long-term care insurance, and annuities. AIM Advisory Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $18.4 million in discretionary assets. The firm utilizes a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory, offering both long-term and short-term trading strategies, including options, while tailoring client risk tolerance through documented Investment Policy Statements.
Nickolas W
Series 65
Lubbock, TX
AIM Advisory Group, LLC
Nickolas Widen is a financial advisor with AIM Advisory Group, LLC, holding a Series 65 designation and new to the industry with one year of experience. His background includes service in the United States Air Force and roles in family and protective services as well as real estate. AIM Advisory Group provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm uses a range of analytical methods and investment strategies across multiple asset classes, tailoring client accounts based on documented goals and risk tolerance.
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