Bryan Caulkins

Cambridge Investment Research Advisors, INC.

8 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management

Cambridge Investment Research Advisors, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3842 advisors

Number of Clients

323,031 clients

Average Client Portfolio

$317K average

Assets Under Management

$102.4B

Fee Structure

Location

Winter Garden, FL

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Bryan has ownership or agent roles in multiple investment advisory, insurance, and consulting businesses, including Proxy Freedom LLC, Proxy Wealth Advisors LLC, and Proxy Strategic Partners LLC. He is also an insurance agent with Vitucci & Associates.