Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Caudle is an investment advisor representative with McAdam LLC. Justin has been in the industry since 2009 and holds Series 7, 24, and 66 licenses. Justin is also a Certified Financial Planner. Prior to joining McAdam LLC, Justin worked for PURSHE KAPLAN STERLING INVESTMENTS and VOYA FINANCIAL ADVISORS, INC. Justin is a Director for the Financial Planning Association - National Capital Area. Justin specializes in financial planning, wealth management, portfolio management for individuals and businesses, and selection of other advisors. McAdam LLC is a Registered Investment Advisor (RIA) with offices in Philadelphia, PA and McLean, VA. The firm provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
PA
10/03/2014 - Present
McAdam LLC (PHILADELPHIA PA)
VA
10/03/2014 - 06/30/2020
PURSHE KAPLAN STERLING INVESTMENTS (McLean VA)
VA
08/04/2009 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (TYSONS CORNER VA)
BOTH
Issued 08/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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