Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Walden is an investment advisor representative with Douglas C. Lane & Associates and has been in the industry since 2008. Kevin is a Chartered Financial Analyst and holds the following registrations: Investment Advisor Representative in California. Kevin's firm has offices in Laguna Beach, CA and New York, NY. Their firm provides portfolio management for individuals and businesses, financial planning, and credit, cash management and insurance solutions. The firm has more than $7.6 billion in assets under management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit, cash management, and insurance solutions
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.
A percentage of the total value of assets under management is charged.
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CA
02/09/2021 - Present
Douglas C. Lane & Associates (Laguna Beach CA)
Active
Inactive
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