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Eric Caswell

Advisor at Kingsview Wealth Management, LLC

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Kingsview Wealth Management, LLC logo

Firm

Kingsview Wealth Management, LLC

Location

Lubbock, TX 79423

Credentials

Series 63, Series 66

Industry experience

24 years

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial planning fees range from $0 to $25,000 and are negotiable; ongoing consulting fees range from $500 to $12,500 per quarter.

Percentage

$0 - $250,000: 1.50% annual fee $250,001 - $1,000,000: 1.00% annual fee $1,000,001+: 0.75% annual fee

Project-based

Financial planning may be charged hourly; specific hourly rate not stated.

Other

Account minimum: $25,000 of assets under management (minimum account size); KIM SMAs minimums vary between $5,000 and $500,000 by strategy; minimums may be waived at discretion

Work history

Kingsview Partners LLC

2023 - Present (3 years)

Kingsview Wealth Management Llc

2023 - Present (3 years)

Edward Jones

2001 - 2023 (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Sean F

Series 66

Lubbock, TX

Merrill

Sean Fulton is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and business owners to provide financial advice and guidance aimed at helping clients achieve their short, intermediate, and long-term goals, including retirement planning, education funding, and planning for future generations. Sean focuses on simplifying complex financial topics to help clients gain confidence and clarity in their financial decisions. Before joining Merrill in 2025, Sean worked in aviation sales, assisting clients across the country with the helicopter acquisition process, and later provided consulting services to small businesses to help them obtain tax credits. He earned a Bachelor's degree in Finance and Professional Selling from Baylor University and an MBA from Southern Methodist University. Sean holds the Personal Investment Advisor (PIA) designation. Sean and his wife, Haley, live in Lubbock. His personal interests include baseball, basketball, fishing, football, running, traveling, yoga, and spending time with family.

College savings (529s, UTMA, etc.) Business sale tax planning General retirement planning Wealth management Founder/Business Owner

Kyle M

Series 63, Series 65

Lubbock, TX

Edward Jones

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner

Kristyne L

Series 66

Lubbock, TX

Merrill

Kristyne Link is a Financial Advisor at Merrill Lynch Wealth Management. In her role, she works one-on-one with individuals and families to define their financial goals and develop portfolio strategies designed to help achieve them. Kristyne provides ongoing advice and adapts portfolios as clients' situations change, focusing on helping clients navigate complex financial decisions with clarity and confidence. She holds the Personal Investment Advisor (PIA) designation and has completed her education with a High School Diploma from Monterey High School, an Associate's Degree from South Plains College, and coursework at the Texas Tech University System. Kristyne serves clients locally and across the country, building long-term relationships based on trust and simplifying financial complexities. Outside of her professional work, Kristyne enjoys billiards, reading, and spending time with her family. She relates to clients juggling multiple priorities and emphasizes uncovering what matters most to clients and their families to create financial strategies aligned with their goals.

General retirement planning Income planning College savings (529s, UTMA, etc.) Elder care planning Medicare planning Mid-Career Professionals Approaching retirement Parents Sandwich Generation

Janet B

Series 66

Lubbock, TX

Edward Jones

College savings (529s, UTMA, etc.) General retirement planning Wealth management

Lenzie M

CFP®, Series 66

Lubbock, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

Wilson P

Series 63, Series 66

Lubbock, TX

Edward Jones

Business ownership considerations Business succession planning Wealth management General estate planning guidance Multi-generational wealth transfer Founder/Business Owner
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