Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Ray Caudill is an investment advisor representative with Charles Schwab & CO., Inc. Brian Ray Caudill has been in the industry since September 5, 2008. Brian Ray Caudill is registered with the state of Ohio and Texas. Brian Ray Caudill is a member of FINRA and has been registered with FINRA since January 6, 2009. Brian Ray Caudill specializes in providing financial planning and portfolio management services. Brian Ray Caudill's primary office location is at 277 W. Nationwide Blvd., Columbus, OH, 43215-9737.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
OH
01/04/2019 - Present
Charles Schwab & CO., Inc. (Columbus OH)
BOTH
Issued 12/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Brian Caudill is the right advisor for you? Invested Better is here to help.
