Caleb Kirby, financial advisor Derry NH
96 score

Caleb Kirby

CRD Number: 4502870
Current Firm: Bfc Planning, Inc.

Caleb Kirby (CRD# 4502870) is an Investment Advisor Representative working at Bfc Planning, Inc. in Derry, NH and has over 14 years of experience in the finance industry. Caleb Kirby 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
Bfc Planning Marion, IA Aug 2011 - Current 5
Securities Management And Research, Inc. Marion, IA Oct 2006 - Current 10
American National Insurance Derry, NH Oct 2001 - Current 15
Farm Family Insurance Concord, NH Mar 2000 - Current 16
American Portfolios Advisor Holbrook, NY Feb 2006 - Oct 2006 < 1
American Portfolios Financial Services, Inc. Concord, NH Feb 2002 - Oct 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
Contact Info for Caleb J. Kirby
Phone Number: 319-447-5700
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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