Brian Caudill, financial advisor Columbus OH
93 score

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 7 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Brian R. Caudill
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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