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Professional Profile for Caleb Davenport

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Caleb Davenport

146 E. Liberty St.

Suite 60

Wooster, OH, 44691

Telephone: [330] 263-9931

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My Business Philosophy

Your financial success and peace of mind is my highest priority. My integrity, vast industry knowledge and years of experience has earned me a reputation for excellence in our industry. I know life is full of making decisions, and nobody wants to make the wrong ones. Like never before, investors need a sense of direction. I am committed to help navigate you through the maze of financial information and market trends, allowing you to make the right decisions in order to meet your financial goals.

My Education (Caleb Davenport)

My degrees or years of college are:

• Liberty University - BS, MA

Financial Services

I have the following years of financial services experience:

• 18

I currently hold the following active securities licenses:

• Series 7 - Sell any type of security, mutual fund, or variable annuity

My CRD or IARD number is:

• 2272180

My compliance department requires the following disclosure:

• Securitites offered through Sigma Financial Corporation, member FINRA and SIPC.

You can view my compliance record for financial services and products by going to www.finra.org and entering my CRD or IARD number. If no record appears, go to my state's securities commissioner website and enter the same number:

• http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm

I provide the following planning services:

• Financial Planning

• Retirement Planning

• Charitable Planning

• Investment Strategy

• Current Plan Reviews

I provide the following investment products:

• Mutual funds

• Securities

• REITs

Insurance Services & Products

I have the following years of insurance experience:

• 18

I hold the following insurance industry certifications or designations:

• None

I hold the following active insurance licenses:

• Life

• Annuity

• Long-Term Care

• Disability

My insurance license number for my home state is:

• OH/14828

You can view my compliance record for insurance advice, services and products by going to the National Association of Insurance Commissioners and clicking on my state:

• http://www.naic.org/state_web_map.htm

I market the following types of insurance products:

• Life Insurance

• Annuities

• Long-term care

• Disability income

Business Practices (All Professionals)

My methods of compensation are:

• Commission (Investment products)

• Commission (Insurance products)

I provide services to remote clients over the telephone and Internet

I provide the following types of information services:

• Online consumer education

• Quarterly reports

• Annual reports

• Newsletters

I generally respond to client calls or emails:

• The next business day

Certification:

I certify all of the information in this professional profile is complete, accurate, and up-to-date.

Professional: Caleb Davenport

Most Recent Update: August 5, 2009

FindFinancialAdvisors.com is a companion service of PaladinRegistry.com. Like Paladin Registry, FindFinancialAdvisors connects investors to financial advisors, financial planners, Stock Brokers, and Insurance Agents.

Financial professionals in our directory provide the following types of services: financial planning, retirement planning, college planning, investment advice, financial services, mutual funds and securities. They also provide life insurance, annuities, tax planning, and tax preparation.