Cetera Investment Advisers
47yrs
Top advisor by experience in Lubbock
25yrs
Eric Caswell
Full name on record: Eric Gerald Caswell
Financial advisor at Kingsview Wealth Management
Eric Caswell is a fiduciary financial advisor in Lubbock, Texas, with 25 years in the industry. Eric joined Kingsview Wealth Management in 2023, after 17 years at Edward Jones. Kingsview Wealth Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 238 advisors with offices in Lubbock, and one of 213 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?Top 25% by experience in Texas
Office4107 112th St, Lubbock, TX 79423
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$703,115
Advisors at the firm116
States licensed ?1 state
Services through Kingsview Wealth Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowKingsview Wealth Management, LLCCurrent firm
- 2007 – 2023Edward JonesPreviously
Contact Eric
(312) 870-6701Firm headquarters in Grants Pass, OR. Ask for Eric. 4107 112th StLubbock, TX 79423Office · Get directions YouTube channelKingsview Wealth Management
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Kingsview Wealth Management at (312) 870-6701 and ask for Eric Caswell. Eric works from the Lubbock, TX office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2002, about 25 years. Top 25% by experience in Texas.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Kingsview Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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