Caleb
Fite

Lincoln Investment

CRD#7243835
Investment Advisor
in Cabot, AR

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About this Advisor

Caleb Fite is a financial advisor based in Cabot, Arkansas, working with Lincoln Investment. Caleb has previously held positions at Fidelity Investments, University Of Cincinnati, Groundspro LLC, Northwestern Mutual, Glendale Public Works, Giovannis Pizzeria, Western Brown School District, Schoolhouse Pizza, Lincoln Investment, and Captal Analysts. Caleb has passed the Series 66 regulatory exam and is registered to provide services in Arkansas. Currently, Caleb is part of Lincoln Investment, which operates out of Cabot, Arkansas. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

200 Westport Drive Suite A
Cabot, AR 72023

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

AR Average: $15,833,994,310
Total Number of Employees

1,297

AR Average: 41
Total Number of Accounts

203,427

AR Average: 3,342
Average Account Size

$84,640

AR Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Caleb Fite Work History

2024 - Present (0 year)

Lincoln Investment

2024 - Present (0 year)

Captal Analysts

2022 - Present (2 years)

Fidelity Investments

2021 - 2022 (1 year)

University Of Cincinnati

2021 - 2021 (< 1 year)

Groundspro LLC

2020 - 2021 (1 year)

University Of Cincinnati

2020 - 2020 (< 1 year)

Northwestern Mutual

2019 - 2020 (1 year)

University Of Cincinnati

2019 - 2019 (< 1 year)

Glendale Public Works

2019 - 2019 (< 1 year)

Giovannis Pizzeria

2017 - 2019 (2 years)

Western Brown School District

2017 - 2017 (< 1 year)

Schoolhouse Pizza

2012 - 2017 (5 years)

Western Brown School District

Disclosures

Please visit the SEC profile of Caleb Fite to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Carly Mccarty
Marlton, NJ
Ian Mclaughlin
Fort Washington, PA
Sebastiano Mancarella
Ashburn, VA
Matthew Phillips
Glendora, CA
James Horris
Brookeville, MD
Randall Taylor
Shippensburg, PA
Prabjyot Kaur
Fort Washington, PA
Devin Grayson
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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