Kevin
Walden
Douglas C. Lane & Associates
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About this Advisor
Kevin Walden is a chartered financial analyst who works in Laguna Beach, California, with 2 years of industry experience. Walden currently works for Douglas C. Lane & Associates. Over the course of their career, Walden has held roles at Dcla (Douglas C. Lane & Associates) and Levasseur Capital Partners LLC. Walden is approved to operate in California. Douglas C. Lane & Associates is a registered investment business operating out of New York, NY. The firm has offices in two locations and a total of 36 advisors. It manages $7 billion in total assets between its 5,653 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 15 charitable organizations. Of its 5,653 customer accounts, 71% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fees largely depend on the financial services provided. However, fees billed by Douglas C. Lane & Associates typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Douglas C. Lane & Associates Brokerage Details
$7,045,878,431
36
5,653
$1,246,396
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Kevin Walden Work History
Kevin has been registered as a financial advisor for 2 years.*
Dcla (Douglas C. Lane & Associates)
Levasseur Capital Partners LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Walden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Douglas C. Lane & Associates
New York, NY
New York, NY
New York, NY
New York, NY
Laguna Beach, CA
New York, NY
Boca Grande, FL
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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