Robert
Caldwell
Price Financial Group Wealth Management, Inc
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About this Advisor
Robert Caldwell is a certified financial planner and chartered financial consultant working out of Beaverton, Oregon, who has 1 year of relevant experience. Caldwell is on the advisory team at Price Financial Group Wealth Management, Inc. Over the course of their career, Caldwell has held roles at Edward Jones, Wells Fargo Advisors, LLC, Massmutual Life Insurance Company, Mml Investors Services, LLC, Lpl Financial, LLC, Fsc Securities Corp, Price Financial Group, Cwm, LLC and Price Financial Group Wealth Management, Inc. Caldwell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Oregon and Texas. Price Financial Group Wealth Management, Inc is an advisory company operating out of Beaverton, OR. The firm has offices in two locations and a total of seven people on staff. It manages $105 million in total assets between its 1,060 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,060 client accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in assets. Price Financial Group Wealth Management, Inc provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on which services are offered. Fee types billed by Price Financial Group Wealth Management, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Price Financial Group Wealth Management, Inc Brokerage Details
$105,033,008
7
1,060
$99,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Caldwell Work History
Robert has been registered as a financial advisor for 1 years.*
Price Financial Group Wealth Management, Inc
Price Financial Group
Cwm, LLC
Fsc Securities Corp
Massmutual Life Insurance Company
Mml Investors Services, LLC
Lpl Financial, LLC
Wells Fargo Advisors, LLC
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Caldwell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Price Financial Group Wealth Management, Inc
Beaverton, OR
Beaverton, OR
Beaverton, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
