CC
CFP · ChFC
CC
CFP · ChFC

Caleb Luke Christian

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
398 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$561.4M

Fee Structure

Minimum Investment:$250K
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Location

10603 West Sam Houston Parkway North, Suite 450, Houston, TX, 77064

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Caleb may earn commissions from Granite Harbor Group for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has ownership stakes in Winter Hope LLC and Autumn Grace LLC, dedicating minimal time to each, and is involved in Gibby's Capital Investments LLC, Legacy Prepatory Christian Academy, and Restoration Church Woodforest.

Employment History
Current Registrations
Granite Harbor Advisors, INC.
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
March 2016 - September 2022 · 6 yrs 6 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.