Casey R Caldwell
Investment adviser representative at Capital Analysts
13 yearsExperience
1 stateRegistered in
ChFC®Designation
$8.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Capital AnalystsAug 2016 to now
- Lincoln InvestmentMar 2016 to now
- The Gabor AgencyJul 2013 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 6200782
- Firm CRD
- 162200