Caleb GodingCRD 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.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|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|
Total Assets Under Management8MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$7,723,943
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
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