Robert Caldwell (CRD# 7024826) is an Investment Advisor Representative working at Lifeworks Advisors, LLC in Nashville, TN and has over 5 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lifeworks Advisors, Llc D/b/a North Corner Wealth | Nashville, TN | Jan 2024 - Current | < 1 |
Greensview Wealth Management | Nashville, TN | Jun 2018 - Dec 2023 | 5 |
Taco Mamacita | Nashville, TN | Dec 2017 - Dec 2018 | 1 |
First Presbyterian Church | Nashville, TN | Mar 2018 - Aug 2018 | < 1 |
Tga Sports | Nashville, TN | Feb 2018 - May 2018 | < 1 |
Belle Meade Country Club | Nashville, TN | Feb 2018 - May 2018 | < 1 |
Extended Travel | Nashville, TN | Sep 2017 - Dec 2017 | < 1 |
Morningstar, Inc. | Chicago, IL | Mar 2015 - Aug 2017 | 2 |
Morningstar, Inc. | Chicago, IL | Nov 2014 - Feb 2015 | < 1 |
Morningstar, Inc. | Chicago, IL | Dec 2011 - Oct 2014 | 2 |
Fed Ex | Chicago, IL | Jul 2011 - Oct 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- TN
-
Total Assets Under Management422MILLIONS
-
Total Number of Accounts2,040ACCOUNTS
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Average Account Value$206,781
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MI, MN, NC, NH, NY, OH, SC, TN, TX, VA, WA, WI
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