Caleb GriffithCRD Number: 5969073
Current Firm: Townsend Asset Management Corp.
Caleb Griffith (CRD# 5969073) is an Investment Advisor Representative working at Townsend Asset Management Corp. in Raleigh, NC and has 1 year of experience in the finance industry. Caleb Griffith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Townsend Asset Management Corp||Raleigh, NC||Jan 2006 - Current||10|
Total Assets Under Management133MILLIONS
Total Number of Accounts546ACCOUNTS
Average Account Value$243,590
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops