Caleb Goding, financial advisor Charleston SC
96 score

Caleb Goding

CRD Number: 5995446
Current Firm: Charleston Capital Management, LLC

Caleb Goding (CRD# 5995446) is an Investment Advisor Representative working at Charleston Capital Management, LLC in Charleston, SC and has over 6 years of experience in the finance industry. Caleb Goding has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Drift Capital Partners, LLC Charleston, SC Jan 2016 - Current 2
Berthel Fisher & Company Financial Services, Inc. Marion, IA Sep 2015 - Dec 2015 < 1
Bfc Planning, Inc. Marion, IA Sep 2015 - Dec 2015 < 1
Wells Fargo Advisors, LLC Charleston, SC Oct 2011 - Sep 2015 3
Sphere, LLC Johns Island, SC Aug 2011 - Oct 2011 < 1
Virginia College, LLC Charleston, SC Jun 2009 - Aug 2011 2
Landtech Incorporated Of Sc Columbia, SC May 2007 - Jun 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Caleb J. Goding
Phone Number: 843-906-4835
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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