Unclaimed
Caleb Howard is a registered investment advisor representative with Legacy Wealth Management, LLC and Ancorato. Caleb Howard is licensed in Idaho. Caleb Howard has a Series 65 license and has been in the industry since February of 2019. The advisor's firm, Legacy Wealth Management, LLC, is headquartered in Boise, Idaho and has assets under management between $100 million and $500 million. Caleb Howard's advisory services include financial planning and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ID
07/22/2019 - Present
Legacy Wealth Management, LLC (BOISE ID)
IA
Issued 07/22/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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