Eric
Caswell
Kingsview Wealth Management, LLC
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About this Advisor
Eric Caswell is a financial advisor based in Lubbock, Texas, working with Kingsview Wealth Management, LLC. Eric has previously held positions at Edward Jones and Kingsview Partners. Eric has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Eric is part of Kingsview Wealth Management, LLC, which operates out of Lubbock, Texas. The firm has 46 offices and 190 employees. The firm manages assets totaling $4.8 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 investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kingsview Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingsview Wealth Management, LLC Brokerage Details
$4,845,686,420
190
18,332
$264,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Eric Caswell Work History
Kingsview Partners
Edward Jones
Disclosures
Please visit the SEC profile of Eric Caswell 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 Kingsview Wealth Management, LLC
Myrtle Beach, SC
Greensboro, NC
Eureka, CA
Amarillo, TX
Paris, TN
Raleigh, NC
Georgetown, TX
Chicago, IL
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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