linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kevin Angers Caldwell

Golden Road Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kevin? Claim Your Profile

About Kevin Angers Caldwell

Kevin Caldwell is a financial advisor with over 15 years of experience in the industry. Kevin has been with Golden Road Advisors LLC since May 2021, after previously working at Raymond James & Associates, Inc. Kevin is a Certified Financial Planner and holds Series 7 and Series 66 licenses. Kevin specializes in providing financial planning services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Kevin is also involved in the community and serves on the board of directors for several non-profit organizations.

Firm Information

Kevin Caldwell is currently registered with Golden Road Advisors LLC. Golden Road Advisors LLC is an independent registered investment advisor based in Tampa, FL. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses. They also provide selection of other advisors to clients. Golden Road Advisors LLC manages approximately $143,203,000 in assets for approximately 388 clients.
Golden Road Advisors LLC

615 W. DE LEON ST

TAMPA, FL 33606

$143.20M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kevin Caldwell’s Registration & Firm History

FL

05/14/2021 - Present

Golden Road Advisors LLC (TAMPA FL)

FL

01/11/2012 - 07/08/2021

RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)

FL

02/13/2007 - 01/12/2012

MORGAN KEEGAN & COMPANY, INC. (TAMPA FL)

FL

07/20/2006 - 02/13/2007

AMSOUTH INVESTMENT SERVICES, INC. (SAFETY HARBOR FL)

Not sure if Kevin Angers Caldwell is right for you?

Licenses & Designations

BOTH

Issued 07/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Angers Caldwell.
Not sure if Kevin Angers Caldwell is right for you?