Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Russell is a financial advisor with LPL Financial LLC, a large financial services firm. Caleb has been in the financial services industry since 2001 and has been with LPL since 2020. Caleb's previous experience includes positions at Wedbush Securities and Crowell, Weedon & Co. Caleb is registered with FINRA and holds the Series 7, Series 66, and SIE licenses. Caleb's experience includes working with high-net-worth individuals, corporations, and retirement plans.
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.
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2
CA
10/09/2020 - Present
LPL Financial LLC (MISSION VIEJO CA)
CA
08/22/2011 - 10/15/2020
WEDBUSH SECURITIES INC. (ONTARIO CA)
CA
08/06/2004 - 08/23/2011
CROWELL, WEEDON & CO. (WEST COVINA CA)
KS
01/02/2001 - 08/09/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 02/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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