Caleb Cisco (CRD# 7815810) is an Investment Advisor Representative working at Lpl Financial LLC in Rhinebeck, NY and has 1 year of experience in the finance industry.
CRD# 5619407
Edward Jones
CRD# 6053461
J.p. Morgan Securities LLC
CRD# 7003143
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hudson Valley Credit Union | Rhinebeck, NY | Jul 2023 - Current | < 1 |
| Hudson Valley Credit Union | Pleasant Valley, NY | Sep 2022 - Jul 2023 | < 1 |
| Hudson Valley Credit Union | Pleasant Valley, NY | Feb 2022 - Sep 2022 | < 1 |
| Unemployed | Waddington, NY | Jan 2022 - Feb 2022 | < 1 |
| Structural Wood Corporation | Waddington, NY | Jun 2021 - Dec 2021 | < 1 |
| Lavignes Iga Of Waddington | Waddington, NY | May 2020 - Jun 2021 | 1 |
| Suny Canton | Canton, NY | Aug 2020 - May 2021 | < 1 |
| Alfred State College | Alfred, NY | Aug 2019 - May 2020 | < 1 |
| Alfred State College | Alfred, NY | Aug 2019 - May 2020 | < 1 |
| Bonadent Laboratories | Seneca Falls, NY | Dec 2018 - Aug 2019 | < 1 |
| Unemployed | Ontario, NY | Nov 2018 - Dec 2018 | < 1 |
| Dfas-cl/jflp | Cleveland, OH | Oct 2018 - Oct 2018 | < 1 |
| Rochester Industries Placement Inc. | Rochester, NY | May 2018 - Sep 2018 | < 1 |
| Alfred State College | Alfred, NY | Aug 2017 - May 2018 | < 1 |
| Come And Go Mart At Sunoco | Seneca Falls, NY | Jul 2017 - Aug 2017 | < 1 |
| Mynderse Academy | Seneca Falls, NY | Sep 2013 - Jun 2017 | 3 |
| Parkers Grille | Seneca Falls, NY | Sep 2016 - Dec 2016 | < 1 |
| Connies Diner | Waterloo, NY | Jun 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- NY
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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