Isaac Caldwell (CRD# 7390757) is an Investment Advisor Representative working at Family Wealth Partners, LLC in Matthews, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Doordash | Charlotte, NC | Aug 2022 - Current | 1 |
| Family Wealth Partners, LLC | Matthews, NC | Jun 2022 - Current | 1 |
| Smucker Fencing, LLC | Honey Brook, PA | May 2017 - Jun 2022 | 5 |
| Liberty University | Lynchburg, VA | Aug 2021 - May 2022 | < 1 |
| Vision Financial Group | Forest, VA | Jun 2021 - May 2022 | < 1 |
| High Point Camp | High Point Camp, PA | May 2019 - Aug 2019 | < 1 |
| High Point Baptist Academy | Geigertown, PA | Sep 2015 - Jun 2018 | 2 |
| Canaan Christian Academy | Lake Ariel, PA | Sep 2012 - Sep 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- NC
- TX
-
Total Assets Under Management210MILLIONS
-
Total Number of Accounts733ACCOUNTS
-
Average Account Value$286,973
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
GA, NC, NJ, NY, PA, SC, TX
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