Primerica Advisors
16yrs
Top advisor by experience in Talbott
3yrs
Caleb Sample
Financial advisor at Primerica Advisors
Based in Talbott, Tennessee, Caleb Sample is a fiduciary financial advisor with 3 years of industry experience. Caleb has been with Primerica Advisors since 2025. Primerica Advisors offers investment management and is paid through a percentage of assets.
One of 8 advisors with offices in Talbott, and one of 8 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office6158 W Andrew Johnson Hwy, Talbott, TN 37877
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
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.
Career
- Feb 2025 – nowPFS Investments Inc.Current firm
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?
- 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 Primerica Advisors at 833-786-0550 and ask for Caleb Sample. Caleb works from the Talbott, TN office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Caleb hold?
Series 63, Series 65. 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?
Primerica Advisors reports being paid by a percentage of the assets they manage. 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.
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