UBS Financial Services
47yrs
Top advisor by experience in Plano
New
Caleb Springer is a fiduciary financial advisor in Plano, Texas, registered since Aug 2026. Caleb joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office3608 Preston Rd, Suite 225, Plano, TX 75093
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowLPL Financial LLCCurrent firm
Contact Caleb
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Caleb. 3608 Preston Rd, Suite 225Plano, TX 75093Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Caleb
How do I contact Caleb?
Call LPL Financial at (704) 733-3300 and ask for Caleb Springer. Caleb works from the Plano, TX office.
How long has Caleb been a financial advisor?
Caleb is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Caleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Caleb for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
UBS Financial Services
46yrs
Top 1% by experience in Plano
Signal Securities
46yrs
Top advisor by experience at Signal Securities
Osaic Wealth
45yrs
Top 1% by experience in Plano
BFC Planning
45yrs
Top 1% by experience in Plano
SFMG Wealth Advisors
45yrs
Top advisor by experience at SFMG Wealth Advisors