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James C
Series 63, Series 66
Vero Beach, FL
Stratos Wealth Partners, Ltd
James Caldwell is a financial advisor at Stratos Wealth Partners, Ltd with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Carson Wealth Management, Cetera Advisors Networks, and Raymond James Financial. Caldwell is also an insurance agent who sells life insurance, annuities, and long-term care products, and serves as an investment advisory representative for Beam Capital Partners. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.
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