Caleb Pritchett (CRD# 7775570) is an Investment Advisor Representative working at Tradeway in Mexia, TX and has 1 year of experience in the finance industry.
CRD# 5476449
Grand Arbor Advisors
CRD# 2321458
Edward Jones
CRD# 6641823
Tradeway
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tradeway | Corsicana, TX | Jul 2023 - Current | < 1 |
| Trothe, Inc. | Las Vegas, NV | Apr 2020 - Current | 4 |
| Troth LLC | East Hartford, GA | Dec 2017 - Aug 2022 | 4 |
| Unemployed | East Hartford, CT | Jul 2016 - Dec 2017 | 1 |
| Unemployed | Mckinney, TX | May 2016 - Jul 2016 | < 1 |
| Oklahoma City Thunder | Oklahoma City, OK | Oct 2015 - May 2016 | < 1 |
| Oklahoma Baptist University | Shawnee, OK | Aug 2015 - May 2016 | < 1 |
| Unemployed | Mckinney, TX | May 2015 - Aug 2015 | < 1 |
| Collin County Community College | Mckinney, TX | Aug 2014 - May 2015 | < 1 |
| Cornerstone Christian Academy | Mckinney, TX | Mar 2013 - May 2015 | 2 |
| Cornerstone Christian Academy | Mckinney, TX | May 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- TX
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts627ACCOUNTS
-
Average Account Value$123,952
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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