Michael W. Caulkins, CFP^®

Representative

Solutions / LPL Financial

1777 Hamilton Ave., Space 1040
San Jose, CA 95125

(408) 622-4798

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Most of what we do is fee based, and we can accommodate those who prefer transaction only fees or hourly consulting.

Minimums

HOUSEHOLD INCOME MINIMUM

$50,000

Investable Asset Minimum

$100,000

General

Michael Caulkins is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Solutions / LPL Financial in San Jose, CA and the surrounding communities.

Financial Advisor Overview

We like and prefer long term relationships with the people we work with, and will do what we can to work towards helping people over the long term toward their financial goals.

Financial Advisor Experience

Licensed over 20 years, currently working with people in over 20 states, married for over 20 years... and hind-site vision of 20/20

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CA Insurance Licensed # OC55384

Insurance Licenses

Life insurance: CA Lic# OC55384
Health/disability insurance: CA
Fixed annuities: CA
Variable annuities: CA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Michael Caulkins is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. The Financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are registered or licensed. No offers may be made or accepted from an resident of any other state. Please note that any references to FINRA and SIPC on a website must be a hyperlink to the respective websites. FINRA should like to finra.org and SIPC should link to sipc.org

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Government & Military, Getting Divorced, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Women's Finances