Caleb Morris (CRD# 7276652) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yuba City, CA and has over 3 years of experience in the finance industry.
CRD# 5569353
Raymond James Financial Services Advisors, Inc.
CRD# 2805941
Independent Financial Group, LLC
CRD# 3218715
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Yuba City, CA | Feb 2023 - Current | 1 |
| Ameriprise Financial | Yuba City, CA | Feb 2023 - Feb 2023 | < 1 |
| Sierra Central Credit Union | Marysville, CA | Aug 2021 - Feb 2023 | 1 |
| Texas Roadhouse | Phoenix, AZ | Oct 2020 - Jun 2021 | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jun 2020 - Sep 2020 | < 1 |
| Grand Canyon University | Phoenix, AZ | Aug 2017 - Apr 2020 | 2 |
| Ameriprise Financial Services, LLC | Yuba City, CA | Mar 2020 - Mar 2020 | < 1 |
| Texas Roadhouse | Phoenix, AZ | Oct 2017 - Mar 2020 | 2 |
| Sunrise Mountain High School | Peoria, AZ | Aug 2013 - May 2017 | 3 |
| Texas Roadhouse | Phoenix, AZ | Sep 2015 - Feb 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- CA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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