Caleb MartinCRD Number: 4580803
Current Firm: Vanguard Advisers, Inc.
Caleb Martin (CRD# 4580803) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 13 years of experience in the finance industry. Caleb Martin 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.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|The Vanguard Group, Inc.||Malvern, PA||Nov 2021 - Current||< 1|
|Guidestone Financial Resources||Dallas, TX||Jun 2007 - Nov 2021||14|
|Guidestone Financial Services||Dallas, TX||Sep 2009 - Apr 2019||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2009|
|S63||Uniform Securities State Law Examination||Jan 2022|
Total Assets Under Management338,871MILLIONS
Total Number of Accounts602,258ACCOUNTS
Average Account Value$562,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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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