Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cailin? Claim Your ProfileCailin McElrath is an investment advisor representative with Charles Schwab & Co., Inc. Cailin has been in the financial industry since 2011. Previously, Cailin worked at WELLS FARGO ADVISORS, LLC and THRIVENT INVESTMENT MANAGEMENT INC.. Cailin is registered with the state of Texas and holds a Series 7, Series 66, and SIE. Cailin provides financial planning services.
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
TX
07/14/2014 - Present
Charles Schwab & CO., Inc. (Batrop TX)
TX
01/07/2014 - 05/05/2014
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
TX
03/14/2011 - 11/26/2013
THRIVENT INVESTMENT MANAGEMENT INC. (AUSTIN TX)
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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