Justin Caudle, financial advisor Philadelphia PA

Justin Caudle

CRD Number: 5532228
Current Firm: Mcadam LLC

Justin Caudle (CRD# 5532228) is an Investment Advisor Representative working at Mcadam LLC in Philadelphia, PA and has over 15 years of experience in the finance industry. Justin Caudle has taken additional exams to become a Certified Financial Planner (CFP®).

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Professional Designations
Company Name Location Dates Years
Financial Planning Association - National Capital Area Reston, VA Nov 2023 - Current < 1
Mcadam LLC Mclean, VA Oct 2014 - Current 10
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Jun 2020 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Justin P. Caudle
Phone Number: (888) 614-5323
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,739
    MILLIONS
  • Total Number of Accounts
    8,964
    ACCOUNTS
  • Average Account Value
    $194,004
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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