Robert
Caldwell
Lifeworks Advisors, LLC
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About this Advisor
Robert Caldwell is a financial advisor based in Nashville, Tennessee, working with Lifeworks Advisors, LLC. Robert has previously held positions at Greensview Wealth Management, Taco Mamacita, First Presbyterian Church, Tga Sports, Belle Meade Country Club, Extended Travel, Morningstar, Inc, Fed Ex, and Lifeworks Advisors, LLC D/B/A North Corner Wealth. Robert has passed the Series 65 regulatory exam and is registered to provide services in Tennessee. Currently, Robert is part of Lifeworks Advisors, LLC, which operates out of Nashville, Tennessee. The firm has 24 offices and 31 employees. The firm manages assets totaling $421.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lifeworks Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lifeworks Advisors, LLC Brokerage Details
$421,833,413
31
2,040
$206,781
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Caldwell Work History
Lifeworks Advisors, LLC D/B/A North Corner Wealth
Greensview Wealth Management
First Presbyterian Church
Tga Sports
Belle Meade Country Club
Taco Mamacita
Extended Travel
Morningstar, Inc
Morningstar, Inc
Morningstar, Inc
Fed Ex
Disclosures
Please visit the SEC profile of Robert Caldwell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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