Caleb Hood (CRD# 7365407) is an Investment Advisor Representative working at Lpl Financial LLC in Bartlesville, OK and has over 2 years of experience in the finance industry.
CRD# 2587428
Archambo Financial Advisors, Inc.
CRD# 2196908
Lpl Financial LLC
CRD# 4632835
Perspective Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Bartlesville, OK | Dec 2022 - Current | 1 |
| Hood And Associates, Cpas. | Tulsa, OK | Jun 2020 - Current | 3 |
| Royal Alliance Associates, Inc. | Tulsa, OK | May 2021 - Dec 2022 | 1 |
| College Student | Stillwater, OK | Jun 2015 - May 2020 | 4 |
| High School Student | Bartlesville, OK | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- OK
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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