Craig
Caudle
Burford Brothers, Inc
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About this Advisor
Craig Caudle is a financial advisor based in Dallas, Texas, working with Burford Brothers, Inc. Craig has previously held positions at Liberty Funds Group, Inc, St. James Investment Company LLC, View Capital Ria, Lp, Rbc Capital Markets, LLC, Ii Technology, LLC, Lee Financial Company, LLC, Burford Caudle Family Capital, Guitar Holding Company, Lrsc LTD, Honey'S Heritage and Spirit In Brad. Inc. Craig has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Craig is part of Burford Brothers, Inc, which operates out of Dallas, Texas. The firm has 4 employees and manages assets totaling $300.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Burford Brothers, Inc includes asset-based fees.
Certifications and Registrations
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Office Location
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Burford Brothers, Inc Brokerage Details
$300,352,900
4
738
$406,982
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Craig Caudle Work History
Burford Caudle Family Capital
Spirit In Brad. Inc
Lrsc LTD
Honey'S Heritage
Guitar Holding Company
Lee Financial Company, LLC
Ii Technology, LLC
Rbc Capital Markets, LLC
View Capital Ria, Lp
St. James Investment Company LLC
Liberty Funds Group, Inc
Disclosures
Please visit the SEC profile of Craig Caudle 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 Burford Brothers, Inc
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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