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 34 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)
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