Brian Caudill, financial advisor Columbus OH

Brian Caudill

CRD Number: 5554161
Current Firm: Charles Schwab & Company, Inc.

Brian Caudill (CRD# 5554161) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Columbus, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Richfield, OH May 2012 - Current 11
Charles Schwab & Company, Inc. Richfield, OH Jun 2008 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Brian R. Caudill
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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