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Dalton Caudill

Investment Distributors, Inc.

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About Dalton Caudill

Dalton Caudill is an Investment Company Products/Variable Contracts Representative and a Securities Industry Essentials Representative, registered with Investment Distributors, Inc. Dalton has been in the industry since July 2024.

Firm Information

Dalton Caudill is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

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.

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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Dalton Caudill’s Registration & Firm History

KY

07/26/2024 - Present

Investment Distributors, Inc. (Covington KY)

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Licenses & Designations

BC

Issued 07/26/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/03/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dalton Caudill. Review regulatory record here.
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