Fsc Securities Corporation
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About this Advisor
Robert Caldwell is a certified financial planner and chartered financial consultant working in Portland, Oregon, who has been in the industry for 11 years. Caldwell works at Fsc Securities Corporation. Their career trajectory has included roles at Toyota Motor Sales Usa, Edward Jones, Ford'S Filling Station, Prostaff Unlimited, Bld Restaurant, Wells Fargo Advisors, LLC, Fsc Securities Corp, Lpl Financial, LLC, Massmutual Life Insurance Company and Mml Investors Services, LLC. Caldwell maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Arizona, California, Oregon, Washington, Texas, Arkansas, Nevada and South Carolina. Fsc Securities Corporation is an advisory firm based out of Portland, Oregon. The investment advisory business has offices in 466 locations and a total of 1,740 advisors. It administers $8 billion in assets between its 34,655 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 74 charitable organizations. Of its 34,655 customer accounts, just 14% are held by high-net-worth investors who have more than $1 million in assets available to invest. Fsc Securities Corporation performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically vary depending on the type of services. Fee types billed by Fsc Securities Corporation most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Fsc Securities Corporation Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Caldwell Work History
Robert has 11 years of experience.
Fsc Securities Corp
Lpl Financial, LLC
Massmutual Life Insurance Company
Mml Investors Services, LLC
Wells Fargo Advisors, LLC
Toyota Motor Sales Usa
Ford'S Filling Station
Robert Caldwell has no disclosures.
Please visit their SEC profile for more details.