Madison Caswell

Current Employers

Employment History

• 01/2021 → 10/2022
  Triad Advisors
  Norcross, GA
• 10/2018 → 12/2020
  Lpl Financial
  Lafayette, LA
• 05/2017 → 05/2020
  Marcellus Wine Market And Cafe
  Lafayette, LA
• 01/2012 → 06/2020
  Caswells Lawn Care And Pressure Washing
  Lafayette, LA
• 01/2012 → 04/2017
  Beads Galore
  Scott, LA
• 01/2021 → Present
  Meld Financial
  Birmingham, AL

Other Businesses

1) O'Neal Comprehensive Cancer Center Young Supporters Board; not investment related; 1824 6th Ave. S, Birmingham, AL 35233; Fundraising for Cancer Research; Income Development Chair; 01/2022; 3 hrs/month; 0 hrs. during trading; overseeing charitable funds raised. 2) Financial Planning Associates; not investment related; P.O. Box 266077, Birmingham, AL 35260; Non-profit; Volunteer Board of Directors, Director of Advocacy; 01/2026; 3 hrs/month; 0 hrs. during trading; contacting state representatives to discuss bills that are relevant to Financial Planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-18

Designations

Other Names

• Madison James Caswell