Madison CaswellCRD Number: 7045926
Current Firm: Meld Financial, Inc.
Madison Caswell (CRD# 7045926) is an Investment Advisor Representative working at Meld Financial, Inc. in Birmingham, AL and has 1 year of experience in the finance industry.
Canterbury Investment Advisors LLC
Nbc Securities, Inc.
Wells Fargo Clearing Services, LLC
|Triad Advisors||Norcross, GA||Jan 2021 - Current||1|
|Meld Financial||Birmingham, AL||Jan 2021 - Current||1|
|Lpl Financial||Lafayette, LA||Oct 2018 - Dec 2020||2|
|Caswells Lawn Care And Pressure Washing||Lafayette, LA||Jan 2012 - Jun 2020||8|
|Marcellus Wine Market And Cafe||Lafayette, LA||May 2017 - May 2020||3|
|Beads Galore||Scott, LA||Jan 2012 - Apr 2017||5|
|Old Time Grocery||Lafayette, LA||Jun 2016 - Aug 2016||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management586MILLIONS
Total Number of Accounts1,516ACCOUNTS
Average Account Value$386,507
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, FL, GA, IN, LA, MS, NC, NE, NY, SC, TN, TX, VA
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