Caleb Griffith, financial advisor Raleigh NC
90 score

Caleb Griffith

CRD 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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Professional Designations
Company Name Location Dates Years
Townsend Asset Management Corp Raleigh, NC Jan 2006 - Current 10

Caleb Griffith has no recent exams reported.
Contact Info for Caleb R. Griffith
Phone Number: 919-782-9689
Firm Website:
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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

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