Caleb
Wood-Daggett
Corecap Advisors
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About this Advisor
Caleb Wood-Daggett is a financial advisor working out of San Clemente, California with 2 years of industry experience. Wood-Daggett currently works for Corecap Advisors. Their career trajectory has included roles at Daggett Insurance Solutions LLC, Ev Federal, LLC, Fefa Asset Management, Brookhurst Insurance/Kt Enterprises, LLC, Mckeel Inc, Landmark Dividend, National Funding, Md7, Ae Wealth Management, LLC and Corecap Advisors, LLC. Wood-Daggett maintains a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Alaska, Arizona, California, Florida, Hawaii, Michigan, Nevada, Oregon and Washington. Corecap Advisors is a financial advisory firm operating out of Southfield, MI. It has offices in 40 locations and a total of 121 employees. It handles $2 billion in total assets between its 7,757 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 7,757 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Corecap Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely are based on which services the firm provides the client. Fees billed by Corecap Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Corecap Advisors Brokerage Details
$1,957,268,517
121
7,757
$252,323
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
- Educational seminars/workshops
Caleb Wood-Daggett Work History
Caleb has been registered as a financial advisor for 2 years.*
Corecap Advisors, LLC
Daggett Insurance Solutions LLC
Fefa Asset Management
Ae Wealth Management, LLC
Ev Federal, LLC
Brookhurst Insurance/Kt Enterprises, LLC
Mckeel Inc
Landmark Dividend
National Funding
Md7
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Caleb Wood-Daggett 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 Corecap Advisors
Saginaw, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
Hurst, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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