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Caleb Michael Pritchett

Tradeway

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About Caleb Michael Pritchett

Caleb Michael Pritchett is an Investment Advisor Representative for Tradeway. Caleb Michael Pritchett has been registered with FINRA since August 18, 2023. Caleb Michael Pritchett is a registered Investment Advisor Representative in Texas.

Firm Information

Caleb Pritchett is currently registered with Tradeway. Tradeway, headquartered in Mexia, Texas, is an investment advisor registered with the SEC. They offer advisory services including financial planning, educational seminars, publication of periodicals, and portfolio management for individuals. They manage approximately $68.4 million in assets for 677 clients, predominantly individuals.
Tradeway

158 PRIVATE ROAD 5489

MEXIA, TX 76667

$68.43M

Assets Under Management

34,600

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Caleb Pritchett’s Registration & Firm History

TX

08/18/2023 - Present

Tradeway (MEXIA TX)

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Licenses & Designations

IA

Issued 06/07/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caleb Michael Pritchett.
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