Todd Caudle (CRD# 2007952) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lake Oswego, OR and has over 34 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | San Diego, CA | Dec 2009 - Current | 14 |
| Mccoy Foat Wealth Management Group | West Linn, OR | Nov 2009 - Current | 14 |
| Rx Investment Solutions LLC | Lake Oswego, OR | Sep 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- OR
- TX
-
Total Assets Under Management6,751MILLIONS
-
Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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, VT, WA, WI, WV, WY
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