CW
CW

Caleb Wood-Daggett

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
9,157 clients
Average Client Portfolio
$346K average
Assets Under Management
$3.2B

Fee Structure

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Location

2377 S. El Camino Real, Ste 100, San Clemente, CA, 92672

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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 owns Daggett Insurance Solutions, LLC, where he sells insurance products and services. This takes nearly all of Caleb's time, including during trading hours.

Employment History
Current Registrations
Corecap Advisors
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Ae Wealth Management, LLC
April 2021 - November 2021 · 7 mos
State Registrations9 states
AKAZCAFLHIMINVORWA
Advisor
Exams
No exam information available for this advisor.