Eric
Caswell

Kingsview Wealth Management, LLC

CRD#4476913
Investment Advisor
in Lubbock, TX

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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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4107 112Th St
Lubbock, TX 79423

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Kingsview Wealth Management, LLC Brokerage Details

Total Assets Under Management

$4,845,686,420

TX Average: $1,120,203,312
Total Number of Employees

190

TX Average: 50
Total Number of Accounts

18,332

TX Average: 1,309
Average Account Size

$264,329

TX Average: $855,770

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

2023 - Present (1 year)

Kingsview Partners

2001 - 2023 (22 years)

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

Trevin Bowen
Amarillo, TX
Jeffrey Champigny
Greensboro, NC
Joseph Froemming
Raleigh, NC
Heather Ponsano
Eureka, CA
Robert Porter
Myrtle Beach, SC
Ashli Newcomb
Paris, TN
Timothy Lux
Chicago, IL
Shannon Avery
Greensboro, NC

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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