Caleb Maher, financial advisor Modesto CA
93 score

Caleb Maher

CRD Number: 5529302
Current Firm: U.s. Bancorp Investments, Inc.

Caleb Maher (CRD# 5529302) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Modesto, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Modesto, CA Apr 2011 - Current 5
Chase Investment Services Corp. Turlock, CA May 2009 - Apr 2011 1
Wamu Investments, Inc. Turlock, CA Apr 2008 - May 2009 1
Wamu Modesto, CA Feb 2007 - Apr 2008 1
Humphreys College Stockton, CA Jan 2003 - Apr 2008 5
Costco Modesto, CA Jul 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Caleb C. Maher
Phone Number: 800-888-4700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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