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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Ellis Kennedy is a financial advisor with LPL Financial LLC. Caleb has been working in the financial services industry since 1998 and has a broad range of experience. Caleb provides financial planning, investment advice, and retirement planning to individuals, families, and businesses. Caleb is a registered representative with FINRA and is a registered investment advisor. Caleb's primary business location is in Melbourne, Florida, but he is also registered to provide services in California, Florida, Georgia, Indiana, Maryland, Missouri, North Carolina, and Ohio. Caleb previously worked for Wells Fargo Advisors Financial Network, LLC, CUSO Financial Services, L.P., H&R Block Financial Advisors, Inc., and BANC of America Investment Services, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/03/2016 - Present
LPL Financial LLC (MELBOURNE FL)
FL
08/03/2015 - 04/27/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MELBOURNE FL)
FL
12/08/2009 - 08/04/2015
LPL FINANCIAL LLC (PALM BAY FL)
FL
07/06/2004 - 12/08/2009
CUSO FINANCIAL SERVICES, L.P. (PALM BAY FL)
MI
04/01/2003 - 07/06/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MA
01/05/2001 - 05/01/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MI
06/16/1998 - 02/01/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 05/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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