Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaleb? Claim Your ProfileKaleb Bryant Cowart is a registered representative with LPL Financial LLC, a firm with over 1,900,000 client accounts and more than $50 billion in assets under management. Kaleb's practice is focused on providing financial planning, portfolio management, and consulting services to individual investors and businesses. Kaleb is also a registered investment advisor representative in Georgia and Texas. Kaleb has a strong background in finance and holds the Series 7TO, Series 63 and Series 65 licenses. Kaleb has been in the financial services industry since August 2023. Kaleb's practice is located at 3543 NORTH CROSSING CIRCLE in VALDOSTA, GA.
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
GA
10/14/2024 - Present
LPL Financial LLC (VALDOSTA GA)
IA
Issued 03/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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