Kevin
Walden
Douglas C. Lane & Associates
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About this Advisor
Kevin Walden is a financial advisor based in Laguna Beach, California, working with Douglas C. Lane & Associates. Kevin has previously held positions at Dcla (Douglas C. Lane & Associates) and Levasseur Capital Partners LLC. Kevin is registered to provide services in California. Currently, Kevin is part of Douglas C. Lane & Associates, which operates out of Laguna Beach, California. The firm has 2 offices and 38 employees. The firm manages assets totaling $7.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Douglas C. Lane & Associates includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Douglas C. Lane & Associates Brokerage Details
$7,601,940,178
38
5,520
$1,377,163
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
Dcla (Douglas C. Lane & Associates)
Levasseur Capital Partners LLC
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
New York, NY
Laguna Beach, CA
Boca Grande, FL
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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