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Corbin Lawrence Caudle

Investment Adviser Representative at Burford Brothers, Inc.

Dallas, TXCRD #6840960Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Corbin Lawrence Caudle is an investment adviser representative with Burford Brothers, Inc. in Dallas, TX, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.

Office

7001 Preston Road, Suite 405
Dallas, TX 75205

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/21/2025
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/18/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Burford Brothers, Inc.Current
3/22/2025 – Dallas, TX
Northwestern Mutual Investment Services, LLC
9/18/2018 – 3/22/2019Irving, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. HealthMark Group
    Mar 2015 – Sep 2017dallas, TX
  2. Northwestern Mutual Life Insurance Company
    Oct 2017 – no end date reportedMilwaukee, WI
  3. Northwestern Mutual Investment Services LLC
    Jan 2018 – no end date reportedIrving, TX
  4. Lee Financial
    Aug 2019 – Jan 2022Dallas, TX
  5. Lee Financial
    Jan 2020 – Mar 2022Dallas, TX
  6. Burford Caudle Family Capital
    Mar 2022 – no end date reportedDallas, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Burford Brothers, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm's annual rate schedule by assets
  • Asset Management - First0.75%
  • Asset Management - Next0.50%
  • Asset Management - Above0.40%
  • Financial Consulting - First0.75%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
6
Offices listed on AdvisorFinder:
1
Main office:
Dallas, TX
SEC file number:
801-117819

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 18, 2026

View full firm profile

Other advisors at Burford Brothers, Inc.

5 other advisors in the directory

View Burford Brothers, Inc. firm profile

Similar advisors in Dallas, TX

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Corbin Lawrence Caudle has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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