Caleb
Pritchett
Tradeway
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About this Advisor
Caleb Pritchett is a financial advisor based in Mexia, Texas, working with Tradeway. Caleb has previously held positions at Oklahoma City Thunder, Troth LLC, Cornerstone Christian Academy, Collin County Community College, Oklahoma Baptist University, Trothe, Inc, and Tradeway. Caleb has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Caleb is part of Tradeway, which operates out of Mexia, Texas. The firm has 43 employees and manages assets totaling $68.4 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Tradeway includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tradeway Brokerage Details
$68,426,036
43
677
$101,072
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Caleb Pritchett Work History
Tradeway
Trothe, Inc
Troth LLC
Oklahoma City Thunder
Oklahoma Baptist University
Collin County Community College
Cornerstone Christian Academy
Disclosures
Please visit the SEC profile of Caleb Pritchett 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 Tradeway
San Antonio, TX
Mexia, TX
Mexia, TX
Redding, CA
Mexia, TX
Mexia, TX
Corsicana, TX
Mexia, TX
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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