AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CR

Caleb Robert Griffith

North Carolina·CRD #5969073
IA Rep

Investment Adviser Rep at TOWNSEND ASSET MANAGEMENT CORP.

Experience
14 yrs
States
2
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
CS

Caleb Samuel Rodriguez

California·CRD #6241440
IA Rep

Investment Adviser Rep at NEWEDGE ADVISORS

Experience
9 yrs
States
1
Exams
1
Since
2017
Fee
AUM / Hourly / Flat Fee
View profile
CS

Caleb Sasson

California·CRD #7362533
Dual-registered

Dual-registered at VALLEY WEALTH STRATEGIES, LLC

Experience
4 yrs
States
6
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CS

Caleb Savea Dolifka

Alabama·CRD #6342265
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
53
Exams
5
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Caleb Sheng

Michigan·CRD #7313888
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
4 yrs
States
1
Exams
3
Since
2022
Fee
AUM / Hourly / Flat Fee
View profile
CT

Caleb Thompson

South Carolina·CRD #7253805
IA Rep

Investment Adviser Rep at FOUNDATIONS INVESTMENT ADVISORS LLC

Experience
6 yrs
States
1
Exams
1
Since
2020
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CT

Caleb Tsang

California·CRD #5711828
Dual-registered

Dual-registered at VERUS CAPITAL PARTNERS, LLC

Experience
17 yrs
States
3
Exams
4
Since
2009
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
CW

Caleb Wayne Lennon

Arizona·CRD #2996886
Dual-registered

Dual-registered at TANDEM INVESTMENT PARTNERS, LLC

Experience
22 yrs
States
1
Exams
5
Since
2004
Est. fee
AUM
Minimum
$400k
View profile
CW

Caleb W Harty

California·CRD #5873794
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
8
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
CC

Cale Christopher Kunkle

Alaska·CRD #6567889
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
9 yrs
States
24
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Cale Herndon

Florida·CRD #4476871
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
15 yrs
States
6
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Cale Michael Smith

Florida·CRD #5525448
IA Rep

Investment Adviser Rep at BASTION FIDUCIARY

Experience
18 yrs
States
2
Exams
1
Since
2008
Est. fee
AUM / Hourly / Flat Fee
View profile
CB

Calen Brook Griffin

Arizona·CRD #7118667
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
7 yrs
States
14
Exams
4
Since
2019
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CU

Calen U Gondran

Alabama·CRD #5976584
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
14 yrs
States
6
Exams
5
Since
2012
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CO

Cale Ogi

Ohio·CRD #7774986
IA Rep

Investment Adviser Rep at REA WEALTH MANAGEMENT

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly
View profile
CO

Cale Olbert

Arkansas·CRD #6664995
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
3
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CR

Cale Robinson

Texas·CRD #4966399
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
21 yrs
States
2
Exams
5
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Cale Ryan Bentley

Missouri·CRD #8118202
IA Rep

Investment Adviser Rep at USA FINANCIAL SECURITIES LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Commission / Hourly / Flat Fee
View profile
CT

Caley Taylor Cunningham

Alabama·CRD #6001064
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
33
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CA

Cali Ann Visentin

Arizona·CRD #7281326
IA Rep

Investment Adviser Rep at ALLWORTH FINANCIAL, L.P.

Experience
5 yrs
States
9
Exams
4
Since
2021
Fee
AUM / Flat Fee / Performance-based
View profile
CM

Cali M Keller

Alabama·CRD #6221805
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
44
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Calissa Lauren Gaechter

Alabama·CRD #7568549
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
39
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Calista Lee Bergstrom

Arizona·CRD #7881764
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
5
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CJ

Cal Jason Smith

Arkansas·CRD #3099069
Dual-registered

Dual-registered at HENNION & WALSH ASSET MANAGEMENT, INC.

Experience
27 yrs
States
5
Exams
5
Since
1999
Est. fee
AUM / Commission
Minimum
$50k
View profile

Looking for the right advisor?

Get personalized recommendations based on your financial goals and needs.

Get matched
Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

Financial Advisors - Page 481 | AdvisorFinder