Kaleb Cowart (CRD# 7793375) is an Investment Advisor Representative working at Lpl Financial LLC in Valdosta, GA and has 1 year of experience in the finance industry.
CRD# 2198015
Equitable Advisors, LLC
CRD# 3081511
Stifel, Nicolaus & Company, Incorporated
CRD# 4969852
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Valdosta, GA | Aug 2023 - Current | < 1 |
| Unemployed | Hahira, GA | Apr 2023 - Aug 2023 | < 1 |
| New York Yankees (mlb) | Tampa, FL | Apr 2022 - Apr 2023 | 1 |
| Unemployed | Hahira, GA | Nov 2021 - Apr 2022 | < 1 |
| New York Yankees (mlb) | Tampa, FL | Jan 2020 - Nov 2021 | 1 |
| Unemployed | Hahira, GA | Nov 2019 - Jan 2020 | < 1 |
| Los Angeles Angels Of Anaheim (mlb) | Anaheim, CA | Jan 2013 - Nov 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2024 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- GA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
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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