Kaleb E Fleming

Financial advisor at Truist Advisory Services, Inc. · Houston, TX

Last updated 2026-10-10

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Kaleb E Fleming is a financial advisor at Truist Advisory Services, Inc. in Houston, TX, CRD 7265560. Licenses and exams on the registration: Series 66. IAPD registration began 2021-04-05.

Registration

CRD number
7265560
Registration status
Active
IAPD registration
2021-04-05
Industry Experience
5 years
Work Experience
12 years
States registered
TX

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2020-06 to Present · Charles Schwab & Co., Inc. · Sugar Land, TX
  • 2016-10 to 2018-01 · Dagwoods Sub-Deli Shop · Indianapolis, IN
  • 2017-08 to 2019-05 · Iupui Bepko Learning Center · Indianapolis, IN
  • 2014-07 to 2018-08 · The Dairy Castle · Greencastle, IN
  • 2019-05 to 2019-08 · Oak Street Funding / First Franchise Capital · Indianapolis, IN
  • 2018-01 to 2018-05 · Republic Airline · Indianapolis, IN
  • 2018-02 to 2020-06 · Kelley School of Business, Indianapolis · Indianapolis, IN
  • 2016-08 to 2020-05 · Indiana University - Purdue University - Indianapolis · Indianapolis, IN
  • 2021-10 to Present · Charles Schwab Bank, Ssb · Sugar Land, TX
  • 2026-09 to Present · Truist Investment Services, Inc · Houston, TX
  • 2026-09 to Present · Truist Advisory Services, Inc · Houston, TX

Current employment

SEC IAPD record for Kaleb E Fleming

Truist Advisory Services, Inc.

Regulatory AUM
$77,391,727,185
Registered advisors
1,972
Offices
923
Clients per advisor
65.6 (Moderate)
Average AUM per client
$598.5K (Low)
High-net-worth client ratio
25.2% (Moderate)

Truist Advisory Services, Inc.: advisors, services and reported ETF investments

About

Kaleb E Fleming is a CFP® financial advisor at Truist Advisory Services, Inc. in Houston, TX. Reported securities licenses include Series 66. The latest record indicates 5 years of industry experience and 12 years of reported work history.

Truist Advisory Services, Inc.'s firm-level Form ADV reports 1,972 advisors across 923 offices; approximately 65.6 clients per advisor, average assets per client of $598,512, and regulatory AUM of $77.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, and Publication of Periodicals or Newsletters.

What this firm offers

Filed by Truist Advisory Services, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl

Location

1400 Post Oak Blvd, Houston, TX 77056

16 advisors at this office.

Truist Advisory Services office in Houston, TX

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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