CB
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Caleb Blackburn

3 Years of Experience
Montgomery, AL
BrokerSells Insurance

Caleb Blackburn is a registered investment advisor at Cetera Investment Advisers LLC, based in Montgomery, AL, with 3 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8650 Minnie Brown Road Suite 116, Montgomery, AL, 36117

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Caleb sells fixed insurance products with various companies since 2020, dedicating about 10-20% of his time. He is also a financial professional at Convergent Financial Partners (since 10/2024) and Blueprint Financial Partners (since 05/2025), dedicating full-time hours to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Pruco Securities, LLC.Broker
November 2022 - October 2024 · 1 yr 11 mos
Nylife Securities LLCBroker
April 2022 - December 2022 · 8 mos
State Registrations3 states
ALFLGA
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.