KC
KC

Kaleb Covington

9 Years of Experience
Sherrills Ford, NC
BrokerSells Insurance

Kaleb Covington is a registered investment advisor at Cetera Investment Advisers LLC, based in Sherrills Ford, NC, with 9 years of industry experience. Kaleb 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Sherrills Ford, NC

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History

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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Other Business ActivitiesSells Insurance

Kaleb works as an insurance agent selling life insurance, fixed annuities, and long-term care products since 2018. The time commitment varies.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2018 - June 2021 · 3 yrs 5 mos
Voya Financial Advisors, INC.Broker
January 2017 - June 2021 · 4 yrs 5 mos
State Registrations9 states
FLMONCOHSCTNTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kaleb Covington - Financial Advisor | TrueAdvisor