Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caedmon? Claim Your ProfileCaedmon Goodrich Bear is an investment advisor representative with On The Trail Financial Planning, LLC. Caedmon is a registered investment advisor in California and Texas. Caedmon has been in the financial services industry since June 2008. Previously, Caedmon was registered with Charles Schwab & Co., Inc. Caedmon holds the Series 66, SIE and Series 7 licenses. Caedmon is a financial planner and portfolio manager. Caedmon provides financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
10/27/2020 - Present
ON THE Trail Financial Planning, LLC (WALNUT CREEK CA)
CA
06/23/2008 - 08/22/2017
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BOTH
Issued 10/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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