Caleb Beery
Caleb Beery is a CFA-designated registered investment advisor at Cetera Investment Advisers LLC, based in Smithville, OH, with 11 years of industry experience. Caleb is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
790 E Main St, Smithville, OH, 44677
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Caleb is an operations manager for Ramsier Financial Services, dedicating full-time hours to this role. He also serves as treasurer for a school district levy fund, spends minimal time as a board member for a church endowment fund, and works as a notary public, and sells fixed insurance products including life and annuities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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