Caleb McSorley

Caleb McSorley

Investment Counselor: Canada
Dallas, Texas, United States

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Work Experience

Fisher Investments

Investment Counselor: Canada

2022-09-01 - Present

Brent Forrest & Associates, LLC

Investment Analyst: Head of Investment Control

2019-01-01 - 2022-01-01

Capital Group

Area Sales Representative (ASR)

2015-01-01 - 2019-01-01

Edward Jones

Financial Advisor

2012-01-01 - 2014-01-01

Skills

financial services portfolio management investment advice retirement planning retirement investment planning

Languages

English Italian French Spanish