Caleb
Wood-Daggett
Corecap Advisors
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About this Advisor
Caleb Wood-Daggett is a financial advisor based in San Clemente, California, working with Corecap Advisors. Caleb has previously held positions at Daggett Insurance Solutions LLC, Ev Federal, LLC, Fefa Asset Management, Brookhurst Insurance/Kt Enterprises, LLC, Mckeel Inc, Landmark Dividend, National Funding, Ae Wealth Management, LLC, and Corecap Advisors, LLC. Caleb has passed the Series 65 regulatory exam and is registered to provide services in Alaska, Arizona, California, Florida, Hawaii, Michigan, Nevada, Oregon, and Washington. Currently, Caleb is part of Corecap Advisors, which operates out of San Clemente, California. The firm has 40 offices and 118 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Corecap Advisors includes asset-based, hourly, and fixed fees.
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Corecap Advisors Brokerage Details
$2,467,486,750
118
8,713
$283,196
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
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
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
Englishtown, NJ
Southfield, MI
Southfield, MI
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Medina, OH
Southfield, MI
Centerburg, OH
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