Bryan Caulkins
Bryan Caulkins is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Walnut Creek, CA, with 8 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
1212 Broadway Plaza Suite 2100, Walnut Creek, CA, 94596
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Regulatory History
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.
Learn about disclosures →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.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Proxy Wealth Advisors LLC
Previous Registrations
Proxy Freedom
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Dalmore Group LLCBroker
Proxy Wealth Advisors LLC
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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