Caleb BagwellCRD Number: 5534199
Current Firm: Commonwealth Financial Network
Caleb Bagwell (CRD# 5534199) is an Investment Advisor Representative working at Commonwealth Financial Network in Birmingham, AL and has over 5 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Selah Financial Services||Friendswood, TX||Jan 2011 - Current||6|
|Commonwealth Financial Network||Waltham, MA||Oct 2010 - Current||6|
|Financial Dynamics, Inc.||Seneca, SC||May 2008 - Jan 2011||2|
|The Heritage Group||Seneca, SC||Feb 2008 - Jul 2008||< 1|
|Bountyland Properties, LLC||Seneca, SC||Aug 2006 - Jan 2008||1|
|Clemson||Clemson, SC||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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