Caleb
Sams
Commonwealth Financial Network
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About this Advisor
Caleb Sams is a financial advisor operating out of Brentwood, Tennessee with 1 year of relevant experience. Sams works at Commonwealth Financial Network. Sams has gained experience at Trust Building Services, Amazon, Best Cleaners Of Columbia, Pizza Inn Legacy, Area Relief Ministries, Youthtown Of Tn, Freed-Hardeman University, Thrivent Investment Management Inc, Thrivent Financial, Commonwealth Financial Network and Brentwood Financial Partners. Sams maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in Tennessee. Commonwealth Financial Network is a company that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 people on staff. It controls $146 billion in assets under management between its 585,629 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 2,108 charitable organizations. Of its 585,629 customer accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Commonwealth Financial Network provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually vary depending on which service is provided. However, fee types billed by Commonwealth Financial Network likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Caleb Sams Work History
Caleb has been registered as a financial advisor for 1 years.*
Commonwealth Financial Network
Brentwood Financial Partners
Thrivent Financial
Thrivent Investment Management Inc
Thrivent Financial
Amazon
Trust Building Services
Best Cleaners Of Columbia
Pizza Inn Legacy
Trust Building Services
Area Relief Ministries
Youthtown Of Tn
Freed-Hardeman University
*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 Sams 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 Commonwealth Financial Network
Salt Lake City, UT
Saint George, UT
Bedford, NH
Waltham, MA
New York, NY
Ludlow, MA
San Diego, CA
Waltham, MA
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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