Brian CaudillCRD 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 7 years of experience in the finance industry.
Rebel Financial, LLC
Pds Planning Inc.
Steele Investment Counsel, Ltd.
|Charles Schwab Bank||Richfield, OH||May 2012 - Current||4|
|Charles Schwab & Company, Inc.||Richfield, OH||Jun 2008 - Current||8|
|Schwab Plan Retirement Services||Richfield, OH||Jun 2008 - Feb 2009||< 1|
|Grove City College||Grove City, PA||Aug 2004 - May 2008||3|
|The Chapel In Akron - Camp Carl||Ravenna, OH||May 2006 - Aug 2007||1|
|Curtiss Wright - Nova Machine Products||Middleburg Heights, OH||Dec 2004 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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