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Kevin Gene Carlton

Buckingham Strategic Partners, LLC

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About Kevin Gene Carlton

Kevin Carlton is a financial advisor with over 11 years of experience in the financial services industry. He currently holds a Series 65 license and is registered as an Investment Advisor Representative with both Buckingham Strategic Partners, LLC and The Colony Group, LLC. Kevin specializes in providing financial planning and investment management services for individuals, families, and businesses. He is committed to helping clients achieve their financial goals.

Firm Information

Kevin Carlton is currently registered with Buckingham Strategic Partners, LLC. Buckingham Strategic Partners, LLC is a St. Louis, MO-based investment advisor with approximately $29.34 billion in regulatory assets under management. They provide a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and educational seminars. The firm serves a diverse clientele, including high-net-worth individuals, corporations, pension and profit-sharing plans, and other investment advisors. They also offer a turnkey asset management provider service.
Buckingham Strategic Partners, LLC

8182 MARYLAND AVENUE

ST. LOUIS, MO 63105

$29.34B

Assets Under Management

1,709

Total Clients

41

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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turnkey asset management provider

Turnkey asset management provider

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.

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fixed fees

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

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percentage of assets

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

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other

Fee sharing with independent registered investment advisors

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Kevin Carlton’s Registration & Firm History

MO

07/01/2016 - Present

Buckingham Strategic Partners, LLC (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 07/01/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Gene Carlton.
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