Caleb Hood is a registered investment advisor at LPL Financial LLC, based in Bartlesville, OK, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1821 SE Washington Blvd Bartlesville Ok 74006-673, Bartlesville, OK, 74006-6735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Caleb owns Hood and Associates, CPAs, a tax preparation and accounting business, and Caleb Hood Financial, a DBA for his LPL business. He also works as a CPA through Hood and Associates.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
State Registrations6 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.