Caleb White

PROVISION WEALTH MANAGEMENT,

Raleigh, NC 27615

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CRD#: 6246434

Professional summary

Caleb White, CFP®, who also goes by Caleb Wesley, Caleb Wesley White, Caleb White, is a registered financial advisor currently at PROVISION WEALTH MANAGEMENT, INC located in Raleigh, North Carolina.

Caleb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Caleb has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Caleb Wesley | Caleb Wesley White | Caleb White

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) CO-OWNER, RCHIVOS.COM LLC, 3103 LEAPHART RD., WEST COLUMBIA, , SOUTH CAROLINA, 29169, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 10/22/2019, HOURS PER MONTH: 2-5, HOURS DURING SECURITIES TRADING HOURS: 0, CONSULTANT TO INDIVIDUALS WORKING IN THE BUSINESS. 2) INSURANCE AGENT- INVESTMENT RELATED- LOCATED: DURHAM, NORTH CAROLINA, INSURANCE SALES, AGENT, 2019, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb White's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

January 30, 2025 - Present

PROVISION WEALTH MANAGEMENT, INC

Office #1: 8601 Six Forks Road Suite 400, Raleigh, NC 27615

RIA

CRD#: 287500

Raleigh, NC

Past

October 7, 2019 - January 30, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

DURHAM, NC

Past

October 3, 2019 - January 30, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

DURHAM, NC

Past

September 9, 2015 - December 31, 2017

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

WEST COLUMBIA, SC

Past

September 9, 2015 - December 31, 2017

CETERA WEALTH SERVICES, LLC

CRD#: 13572

WEST COLUMBIA, SC

Past

April 4, 2014 - February 9, 2015

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

COLUMBIA, SC

Past

September 20, 2013 - February 9, 2015

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

COLUMBIA, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/30/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/3/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/18/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/12/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/20/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PROVISION WEALTH MANAGEMENT, INC

CRD#: 287500 / SEC#:

North Carolina

Registered Investment Advisory firm - (2/24/2017 Approved)

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Contact information

Main Address

8601 Six Forks Road Suite 400, Raleigh, NC 27615

Mailing Address

Phone number

(919) 537-9766

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	388
AUM (Assets Under Management)	$ 56,514,062

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Caleb White

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caleb White's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2014

Series 63

Date: 10/18/2013

SIE

Date: 12/31/2017

Series 7

Date: 8/12/2014

Series 6

Date: 9/20/2013

Current Firm

PROVISION WEALTH MANAGEMENT, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROVISION WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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