Lloyd Grant Caudle
Investment adviser representative at Martel Wealth Advisors, LLC
2 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 yearsFirm in business
Are you Lloyd Grant Caudle? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
2 years in the industry.
- Martel Wealth Advisors, LLCDec 2017 to now
- Kms Financial Services, IncJan 2018 to Dec 2018
- AXA Distributors, LLCDec 2016 to Dec 2017
- UnemployedJul 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (WA).
Martel Wealth Advisors, LLC
$1.5BAssets managed
1,033Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4689423
- Firm CRD
- 296896