Kaleb HouglandCRD Number: 7013236
Current Firm: David James Financial
Kaleb Hougland (CRD# 7013236) is an Investment Advisor Representative working at David James Financial in North Liberty, IA and has over 2 years of experience in the finance industry.
Cedar Point Capital Partners, LLC
Lpl Financial LLC
Ameriprise Financial Services, LLC
|David James Financial Inc.||North Liberty, IA||Oct 2021 - Current||1|
|Nestle Purina||Davenport, IA||Nov 2020 - Current||2|
|United States Marine Corps||Peoria, IL||Nov 2010 - Nov 2020||10|
|Murray Warehousing||Davenport, IA||Aug 2015 - Jan 2016||< 1|
|U.s. Auctioneers||Le Claire, IA||Aug 2013 - Oct 2014||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2020|
Total Assets Under Management95MILLIONS
Total Number of Accounts331ACCOUNTS
Average Account Value$287,009
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IA, IL, KY, NE, TX
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