Justin CaudleCRD 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 13 years of experience in the finance industry. Justin Caudle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Mcadam LLC||Mclean, VA||Oct 2014 - Current||8|
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2014 - Jun 2020||5|
|Mcadam Financial Group||Tysons Corner, VA||Sep 2013 - Oct 2014||1|
|Ing Financial Partners, Inc.||Tysons Corner, VA||Jul 2009 - Oct 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2009|
Total Assets Under Management1,255MILLIONS
Total Number of Accounts7,779ACCOUNTS
Average Account Value$161,392
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, 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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