Brian Caudill, CFP®

VP - Financial Consultant

+1 614-227-5721

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Sr. Financial Consultant, Charles Schwab, 2014-2016
  • Associate Financial Consultant, Charles Schwab, 2012-2014
  • Quality Assurance Administrator, Charles Schwab, 2011-2012
  • Participant Services Representative, Charles Schwab, 2008-2011

Education

  • BS, Finance, Grove City College

Personal interests and affiliations

  • Welcome Home Global Inc, Board of Directors

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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