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Bentley Yeiser London

Caldwell Advisors, LLC

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About Bentley Yeiser London

Bentley Yeiser London is a financial advisor with Caldwell Advisors, LLC and has over 12 years of experience in the financial services industry. Bentley is a registered representative with LPL Financial and is a registered investment advisor representative with Caldwell Advisors, LLC. Bentley holds the Series 7, Series 63, and Series 65 licenses and the SIE certification. Bentley works with individuals and families to develop financial plans and manage their investments. Bentley is also a registered investment advisor with Caldwell Advisors, LLC, which specializes in providing investment advisory services to individuals, families, businesses, and retirement plans.

Firm Information

Bentley London is currently registered with Caldwell Advisors, LLC. Caldwell Advisors, LLC is a Brentwood, TN-based registered investment advisor with approximately $322,739,217 in regulatory assets under management. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They work with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
Caldwell Advisors, LLC

5210 MARYLAND WAY

BRENTWOOD, TN 37027

$322.74M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bentley London’s Registration & Firm History

TN

09/20/2018 - Present

Caldwell Advisors, LLC (BRENTWOOD TN)

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Licenses & Designations

IA

Issued 04/12/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/27/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bentley Yeiser London.
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