Chad CaywoodCRD Number: 1068486
Current Firm: Raymond James & Associates, Inc.
Chad Caywood (CRD# 1068486) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Salt Lake City, UT and has over 35 years of experience in the finance industry.
Uma Financial Services Inc.
|Raymond James & Associates, Inc.||Salt Lake City, UT||Feb 2016 - Current||1|
|Ubs Financial Services Inc.||Salt Lake Cit, UT||May 2005 - Feb 2016||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1982|
|S65||NASAA Investment Advisors Law Examination||Aug 1996|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)