Caleb Beery
Caleb Beery is a CFA-designated registered investment advisor at Cetera Investment Advisers LLC, based in Smithville, OH, with 10 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B 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
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