Unclaimed
Tina Caddell is a financial advisor with over 24 years of experience in the industry. Tina currently works with First Command Advisory Services, where she specializes in providing financial planning and portfolio management services to 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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2
TX
07/27/2016 - Present
First Command Advisory Services (FORT WORTH TX)
TX
10/29/2009 - 08/03/2015
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
08/17/2007 - 09/22/2009
LPL FINANCIAL CORPORATION (ABILENE TX)
TX
01/02/2002 - 08/23/2007
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
NE
08/25/1999 - 12/31/2001
AMERITRADE (BELLEVUE NE)
TX
10/21/1998 - 08/29/1999
CORKERY INVESTMENTS, INC. (FORT WORTH TX)
IA
Issued 07/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/25/2010
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/07/2005
Series 4 - Registered Options Principal Examination
BC
Issued 05/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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