Kevin WaldenCRD Number: 5928610
Current Firm: Levasseur Capital Partners LLC
Kevin Walden (CRD# 5928610) is an Investment Advisor Representative working at Levasseur Capital Partners LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Levasseur Capital Partners LLC||Newport Beach, CA||Jan 2008 - Current||9|
|Dcla (douglas C. Lane & Associates)||New York, NY||Sep 2001 - Dec 2007||6|
Total Assets Under Management168MILLIONS
Total Number of Accounts3ACCOUNTS
Average Account Value$55,981,275
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)