Caleb Hobgood, financial advisor Mcdonough GA
89 score

Caleb Hobgood

CRD Number: 5510775
Current Firm: Cape Investment Advisory, Inc.

Caleb Hobgood (CRD# 5510775) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cape Securities, Inc. Mcdonough, GA Apr 2009 - Current 7
Cape Insurance Solutions, Inc. Mcdonough, GA Mar 2008 - Apr 2009 1
Student Mcdonough, GA Mar 2003 - Mar 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Caleb M. Hobgood
Phone Number: 678-583-1120
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    763
    ACCOUNTS
  • Average Account Value
    $132,372
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CO, CT, FL, GA, IN, LA, MD, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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