John CaswellCRD Number: 6239686
Current Firm: Wagener-lee, LLC
John Caswell (CRD# 6239686) is an Investment Advisor Representative working at Wagener-lee, LLC in Columbia, MD and has over 2 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Planning Solutions Group, LLC
|Wagener-lee, LLC||Columbia, MD||Aug 2015 - Current||1|
|Raymond James Financial Services Advisors Inc.||Columbia, MD||Jan 2015 - Current||1|
|Raymond James Financial Services, Inc.||Columbia, MD||Sep 2014 - Current||2|
|Maryland Army National Guard||Frederick, MD||Jun 2008 - Current||8|
|South Point Services||Berlin, MD||Apr 2014 - Sep 2014||< 1|
|Lpl Financial LLC||Ocean Pines, MD||Aug 2013 - Apr 2014||< 1|
|Mainstreet Wealth Management||Ocean Pines, MD||Jun 2013 - Apr 2014||< 1|
|South Point Services||Berlin, MD||Jul 2008 - Jun 2013||4|
|Salisbury University||Salisbury, MD||Sep 2010 - May 2013||2|
|Wor-wic Community College||Salisbury, MD||Sep 2008 - Sep 2010||2|
|United States Army||Fort Carson, CO||Jul 2002 - Jun 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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