Caleb Martin is a CFP-designated registered investment advisor, based in Malvern, PA, with 20 years of industry experience.
Location
100 Vanguard Blvd., Malvern, PA, 19355
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Caleb is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.
Employment History
Current Registrations
Vanguard Marketing Corporation
January 2022 - Present · 4 yrs 4 mos
Vanguard Marketing CorporationBroker
January 2022 - Present · 4 yrs 4 mos
Vanguard Advisers, INC.
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Guidestone Advisors
September 2009 - May 2012 · 2 yrs 8 mos
Guidestone Financial ServicesBroker
April 2009 - April 2019 · 10 yrs
Pfpc Distributors, INC.Broker
July 2007 - September 2009 · 2 yrs 2 mos
Guaranty Brokerage Services, INC.Broker
October 2005 - June 2007 · 1 yr 8 mos
Pfpc Distributors, INC.Broker
September 2002 - June 2005 · 2 yrs 9 mos
State Registrations2 states
PATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.