Caleb Allen
Caleb Allen is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Quebeck, TN, with 2 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Quebeck, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Caleb is in the United States Marine Corps Reserve, dedicating minimal time. He also owns LEB Financial, spending about half his time on consulting/coaching and trading, and Caleb W Allen, LLC, spending about a quarter of his time. Finally, he is an advisory representative of a RIA, CIRA, working nearly full-time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations10 states
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