Caleb Allen (CRD# 7330311) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Quebeck, TN and has 1 year of experience in the finance industry.
CRD# 4860131
Cetera Investment Advisers LLC
CRD# 5440893
Stifel, Nicolaus & Company, Incorporated
CRD# 849391
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2023 - Current | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2023 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2021 - Jul 2023 | 2 |
| United States Marine Corps | Washington, DC | Jan 2012 - Jun 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- TN
- TX
-
Total Assets Under Management87,369MILLIONS
-
Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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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