Robert Caldwell (CRD# 6117463) is an Investment Advisor Representative working at Price Financial Group Wealth Management, Inc. in Portland, OR and has over 11 years of experience in the finance industry. Robert Caldwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Price Financial Group Wealth Management, Inc. | Portland, OR | Sep 2022 - Current | 1 |
| Price Financial Group | Portland, OR | Dec 2018 - Current | 5 |
| Cwm, LLC | Omaha, NE | Feb 2021 - Sep 2022 | 1 |
| Fsc Securities Corp | Atlanta, GA | May 2018 - Dec 2018 | < 1 |
| Lpl Financial, LLC | Portland, OR | Nov 2016 - May 2018 | 1 |
| Massmutual Life Insurance Company | Lake Oswego, OR | Jun 2016 - Nov 2016 | < 1 |
| Mml Investors Services, LLC | Lake Oswego, OR | Jun 2016 - Nov 2016 | < 1 |
| Wells Fargo Advisors, LLC | Portland, OR | Jan 2015 - Jun 2016 | 1 |
| Edward Jones | St Louis, MO | Sep 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- OR
- TX
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Total Assets Under Management141MILLIONS
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Total Number of Accounts1,316ACCOUNTS
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Average Account Value$106,802
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, OR, TX, WA
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