Speck Caudron Investment Group of Wells Fargo Advisors

Speck - Caudron Investment Group of Wells Fargo Advisors

Our philosophy is conservative and long-term, with an emphasis on prudent wealth accumulation, protection and distribution. We believe that investment decisions should be made according to each client’s unique financial situation, and we reject the “one size fits all” approach to helping you reach your investment objectives. We seek to provide an individualized level of attention that meets the highest standards of value, management, integrity and costs.

In short, we strive to become your lifelong Financial Advisors based on a foundation of trust. We seek to help you develop an investment plan that will help you realize your financial dreams — for you, for your loved ones and for future generations.

 

Recent Professional Recognition

 
Speck-Caudron Investment Group named Medium-size Business of the Year!1
2011 - Speck-Caudron Investment Group was awarded as the Medium-size Business of  the year by the Alexandria Chamber of Commerce at the 2011 Best in Business Awards.
 
Speck & Caudron Recognized in Barron’s Top 1000 Advisors2
2009, 2010 and 2011 — Barron’s named David Speck and the Speck - Caudron Investment Group to the Top 1000 Advisors in the U.S. and ranked 5th in the Commonwealth of Virginia.
 
Speck & Caudron Recognized in Virginia Business 3
2009, 2010 & 2011 — David Speck and the Speck - Caudron Investment Group named among the Top 25 Wealth Advisors in Virginia by Virginia Business magazine — the sixth such time the team has been so recognized. 
 
Previous Professional Recognition
 
2004 — David Speck was named to Research Magazine's Advisor Hall of Fame, a recognition only given to five financial advisors nationwide each year.4
 
1988 — David Speck was named one of ten outstanding brokers in the United States by Registered Rep. magazine, the trade journal of the brokerage industry, an honor an individual can only receive once.5 
 
To maintain our preferred client service, we welcome relationships with a minimum of $250,000 of investable assets. 

 

1 Nomination process, award was based on growth in the market, revenue, number of employees & community involvement.
2 The number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors' practices and other factors. Total assets are all assets overseen by the advisor’s team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.
3Rankings were based on quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.
4Candidates who pass our rigorous screens have served a minimum of 15 years in the industry, have acquired substantial assets under management, demonstrate superior client service and have earned recognition from their peers and the broader community for the honor they reflect on their profession. 
5Criteria was based on: 1) Superior performance in money management, client service, business building and philanthropic activities; and 2) Acknowledged peer recognition and respect.