Caleb Kirby, financial advisor Manchester NH

Caleb Kirby

CRD Number: 4502870
Current Firm: Lpl Financial LLC

Caleb Kirby (CRD# 4502870) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester, NH and has over 21 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
Northeast Planning Associates, Inc. Manchester, NH Apr 2019 - Current 4
Lpl Financial LLC Manchester, NH Mar 2019 - Current 5
American National Insurance Manchester, NH Oct 2001 - Current 22
Bfc Planning Manchester, NH Aug 2011 - Mar 2019 7
Securities Management And Research, Inc. Manchester, NH Oct 2006 - Mar 2019 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
Contact Info for Caleb J. Kirby
Phone Number: 704-733-3300
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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