Caleb KeysorCRD Number: 6913319
Current Firm: Eagle Strategies LLC
Caleb Keysor (CRD# 6913319) is an Investment Advisor Representative working at Eagle Strategies LLC in Latham, NY and has over 4 years of experience in the finance industry.
Lpl Financial LLC
Goldman Sachs Ayco Personal Financial Management
Cetera Investment Advisers LLC
|Eagle Strategies LLC||Latham, NY||Sep 2019 - Current||3|
|Nylife Securities LLC||Latham, NY||Jul 2018 - Current||4|
|New York Life||Latham, NY||Jan 2018 - Current||5|
|Siena College||Loudonville, NY||Aug 2014 - Current||8|
|Naked Turtle||Plattsburgh, NY||Jul 2016 - Aug 2017||1|
|Foot Locker||Plattsburgh, NY||Jun 2015 - Jun 2017||2|
|Foot Locker||Albany, NY||Sep 2015 - May 2016||< 1|
|Unemployed||Cadyville, NY||Feb 2008 - Jul 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2018|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management18,110MILLIONS
Total Number of Accounts84,457ACCOUNTS
Average Account Value$214,423
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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