Advisor at Alexander Capital Wealth Management LLC
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Firm
Alexander Capital Wealth Management LLC
Location
The Villages, FL 32162
Credentials
Series 66
Industry experience
1 year
Kevin Kulins is a Series 66-licensed financial advisor at Alexander Capital Wealth Management LLC with one year of industry experience. His prior roles include positions at State Farm Investment Management Corp, MassMutual Life Insurance Co., Edward Jones, and several technology firms. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies and manages approximately $212.1 million in discretionary assets.
Based on Alexander Capital Wealth Management LLC
Based on Alexander Capital Wealth Management LLC
Fixed fees for portfolio management services, negotiable and documented in agreement
$0+: 0.25% +: up to 2.00%
Commission-based compensation from affiliated broker-dealer and insurance agency for securities and insurance products
Fee-only: Fixed fees are negotiable and agreed upon with the client
11834 Cr 101, Suite 203
The Villages, FL 32162
Florida
State Farm Investment Management Corp
2025 - Present (1 year)
State farm VP Management Corp
2025 - Present (1 year)
Scott Cameron's Insurance Agency
2025 - Present (1 year)
MML Investors Services LLC.
2025 - 2025 (1 year)
MassMutual Life Insurance Co.
2024 - 2025 (1 year)
Edward Jones
2024 - 2024 (1 year)
Neural Leap AI
2023 - 2024 (1 year)
Canvus
2023 - 2023 (1 year)
Interface AI
2023 - 2023 (1 year)
SendSafely
2022 - 2023 (1 year)
Unemployed
2022 - 2022 (1 year)
Evergreen Agent
2021 - 2022 (1 year)
Hypotec
2020 - 2021 (1 year)
Student
2020 - 2020 (1 year)
Unemployed
2019 - 2020 (1 year)
Network Capital Mortgage Corp
2017 - 2019 (2 years)
Student
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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