Kaleb James Price
Investment adviser representative at Bcm Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$775.7MFirm assets
Are you Kaleb James Price? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Bcm Advisors, LLCAug 2023 to now
- Apex Capital Management, LLCJul 2021 to Jun 2023
- Arsement, Redd & Morella, LLCAug 2017 to Jun 2023
- Thibodaux, Hebert, Deshotels, Leblanc, LLCJan 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (LA).
Bcm Advisors, LLC
$775.7MAssets managed
486Clients
8Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7413355
- Firm CRD
- 107946