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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Caldwell is a registered Investment Advisor Representative with Islands East Advisors. Kevin Caldwell has been working in the financial services industry since February 2014. Kevin Caldwell is registered in Maryland and specializes in providing Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for individuals. Islands East Advisors primarily serves individuals with assets under management of $1,614,216. They offer investment advisory services using a combination of fixed fees, hourly charges, and a percentage of assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
08/25/2023 - Present
Islands East Advisors (CHESTER MD)
IA
Issued 06/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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