James A. Caldwell
Financial Advisor, LPL Financial at FAIRWINDS Credit Union
- Role
- Financial Advisor at LPL Financial
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About James A. Caldwell
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. FAIRWINDS Credit Union and FAIRWINDS Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using FAIRWINDS Wealth Management and may also be employees of FAIRWINDS Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, FAIRWINDS Credit Union or FAIRWINDS Wealth Management. Securities and insurance offered through LPL or its affiliates are:Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value
Experience
Financial Advisor
May 2025 — Present · Orlando, FL, US
Education
Valencia College
Associate of Arts - AA, General Studies
2008 — 2010
Western Kentucky University
Finance, General
2005 — 2007
University of Central Florida
B.S.B.A., Finance
2010 — 2012
College for Financial Planning
Accredited Asset Management SpecialistSM or AAMS®
2017 — 2017
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