Caleb Tsang, financial advisor Pasadena CA

Caleb Tsang

CRD Number: 5711828
Current Firm: Verus Capital Partners, LLC

Caleb Tsang (CRD# 5711828) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Pasadena, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Verus Capital Partners, LLC Pasadena, CA Jul 2021 - Current 2
Lpl Financial, LLC Pasadena, CA Jun 2021 - Current 2
Vinepoint Advisory Group, LLC Pasadena, CA Jun 2017 - Current 6
Avantax Insurance Services, LLC Pasadena, CA Dec 2019 - Jun 2021 1
Avantax Advisory Services Pasadena, CA Oct 2019 - Jun 2021 1
Avantax Investment Services, Inc. Pasadena, CA Oct 2019 - Jun 2021 1
Avantax Insurance Services, Inc. Pasadena, CA Apr 2010 - Jun 2021 11
1st Global Capital Corp. Pasadena, CA Oct 2009 - Oct 2019 10
1st Global Advisors, Inc. Pasadena, CA Oct 2009 - Oct 2019 10
Vinepoint Wealth Management, LLC Rosemead, CA Sep 2009 - Jun 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination Apr 2009
Contact Info for Caleb Tsang
Phone Number: 480-990-3719
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    948
    MILLIONS
  • Total Number of Accounts
    4,226
    ACCOUNTS
  • Average Account Value
    $224,370
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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