Brianne Caldwell (CRD# 7184088) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Albany, OH and has 1 year of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | New Albany, OH | Nov 2022 - Current | 1 |
| Columbus Capital | New Albany, OH | May 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | New Albany, OH | May 2022 - Current | 2 |
| Avenue Wealth Management LLC | Atlanta, GA | Aug 2020 - Current | 3 |
| Align Weatlh Advisors | Atlanta, GA | Aug 2020 - Current | 3 |
| W & S Brokerage Services | Cincinnati, OH | Jul 2021 - Apr 2022 | < 1 |
| Western & Southern Life | Heath, OH | Jun 2021 - Apr 2022 | < 1 |
| Unemployment | Granville, OH | Apr 2021 - Jun 2021 | < 1 |
| Roach, Mcintyre & Associates | Columbus, OH | Oct 2019 - Apr 2021 | 1 |
| New Albany Country Club | New Albany, OH | Jun 2019 - Oct 2019 | < 1 |
| Welsh Hills Financial Services | Newark, OH | Jun 2016 - Jun 2019 | 3 |
| Caldwell Home | Granville, OH | Feb 2016 - Jun 2016 | < 1 |
| Ohio Temp Heat And Air | Granville, OH | Dec 2014 - Feb 2016 | 1 |
| Buffalo Wild Wings | Reynoldsburg, OH | Jul 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- OH
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- 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)
- Educational seminars/workshops
- Other
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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