Robert Caldwell (CRD# 2730650) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Jackson, TN and has over 27 years of experience in the finance industry.
CRD# 6838183
Edward Jones
CRD# 3051
Thoroughbred Financial Services, LLC
CRD# 5269962
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Oct 2022 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Oct 2022 - Current | 1 |
| Caldwell Financial Group | Jackson, TN | Aug 2004 - Current | 19 |
| Robert A Caldwell, Cpa | Jackson, TN | Dec 1996 - Current | 27 |
| Stonebridge Investment Advisors, LLC | Jackson, TN | Aug 2020 - Mar 2023 | 2 |
| Dominion Investor Services, Inc. | Horseshoe Bay, TX | Oct 2000 - Oct 2022 | 22 |
| Dominion Portfolio Management, Inc. | Horseshoe Bay, TX | Apr 2005 - Jun 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2005 |
- TN
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, 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, WY
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