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Taylor James Caldwell

Country Capital Management Co.

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About Taylor James Caldwell

Taylor Caldwell is a registered representative with Country Capital Management Co. in Spokane, Washington. Taylor has been in the securities industry since December 27, 2015 and is licensed in Washington and Idaho. Taylor Caldwell holds the Series 6, SIE, and Series 63 securities licenses. The individual has also been affiliated with Country Capital Management Co. in the past.

Firm Information

Taylor Caldwell is currently registered with Country Capital Management Co.. Country Capital Management Co. is a corporation that was formed on August 4, 1965. The firm is registered with the SEC and in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

866

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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Taylor Caldwell’s Registration & Firm History

WA

11/13/2019 - Present

Country Capital Management Co. (Spokane WA)

WA

02/10/2014 - 12/26/2017

COUNTRY CAPITAL MANAGEMENT COMPANY (Spokane Valley WA)

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Licenses & Designations

BC

Issued 02/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Taylor James Caldwell.
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