Caleb
Cisco
Lpl Financial LLC
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About this Advisor
Caleb Cisco is a financial advisor based in Rhinebeck, New York, working with Lpl Financial LLC. Caleb has previously held positions at Hudson Valley Credit Union, Structural Wood Corporation, Lavignes Iga Of Waddington, Alfred State College, Bonadent Laboratories, Dfas-Cl/Jflp, Rochester Industries Placement Inc, Come And Go Mart At Sunoco, Suny Canton, Mynderse Academy, Connies Diner, and Parkers Grille. Caleb has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Caleb is part of Lpl Financial LLC, which operates out of Rhinebeck, New York. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Caleb Cisco Work History
Hudson Valley Credit Union
Hudson Valley Credit Union
Hudson Valley Credit Union
Structural Wood Corporation
Lavignes Iga Of Waddington
Suny Canton
Alfred State College
Alfred State College
Bonadent Laboratories
Dfas-Cl/Jflp
Rochester Industries Placement Inc
Alfred State College
Come And Go Mart At Sunoco
Connies Diner
Parkers Grille
Mynderse Academy
Disclosures
Please visit the SEC profile of Caleb Cisco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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