Robert Caudle, Financial Advisor located in Roanoke Rapids, NC

Financial Advisor
Robert Caudle III

AAMS®
195 Old Farm Road, Roanoke Rapids, NC 27870opens in a new window
Accepting New Clients
Serving clients with $500,000 plus
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Community Outreach
  • Cooking
  • Farming
  • Fishing
  • Hunting

Team Members

  • Donna Dunlow
    Sr. Branch Office Administrator
  • Beth Shearin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(252) 537-1728

Fax

(888) 834-1646

Office Address

195 Old Farm Road
Roanoke Rapids, NC 27870opens in a new window

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