Caedmon Bear (CRD# 2831613) is an Investment Advisor Representative working at On The Trail Financial Planning, LLC in Walnut Creek, CA and has over 15 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| On The Trail Financial Planning, LLC | Walnut Creek, CA | Dec 2019 - Current | 4 |
| Honeycomb Financial | Walnut Creek, CA | Apr 2018 - Dec 2019 | 1 |
| Unemployed | Walnut Creek, CA | Sep 2017 - Mar 2018 | < 1 |
| Charles Schwab & Company, Inc. | San Francisco, CA | Nov 1996 - Jun 2017 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2008 |
- CA
- TX
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts216ACCOUNTS
-
Average Account Value$221,472
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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