Robert CaverlyCRD Number: 6213948
Current Firm: Bond & Devick Wealth Partners
Robert Caverly (CRD# 6213948) is an Investment Advisor Representative working at Bond & Devick Wealth Partners in Saint Louis Park, MN and has over 3 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Bond & Devick Wealth Partners||Saint Louis Park, MN||Jul 2016 - Current||< 1|
|Cetera Advisor Networks LLC||El Segundo, CA||Feb 2014 - Jul 2016||2|
|Unemployed||Minneapolis, MN||Nov 2013 - Jan 2014||< 1|
|Edward Jones||St Louis, MO||Jul 2013 - Oct 2013||< 1|
|Unemployed||Minneapolis, MN||Mar 2013 - Jun 2013||< 1|
|Best Buy Co, Inc.||Richfield, MN||Jul 2001 - Mar 2013||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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