Matthew Callahan (CRD# 5903787) is an Investment Advisor Representative working at Seaside Wealth Management, Inc. in Carlsbad, CA and has over 11 years of experience in the finance industry. Matthew Callahan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Jul 2020 - Current | 3 |
Seaside Wealth Management, Inc. | Carlsbad, CA | Jun 2020 - Current | 3 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Mar 2015 - Jun 2020 | 5 |
Northwestern Mutual Investment Services, LLC | Albuquerque, NM | Mar 2015 - Jun 2020 | 5 |
Northwestern Mutual Investment Services LLC | Albuquerque, NM | Feb 2015 - Jun 2020 | 5 |
Thornburg Investment Management | Santa Fe, NM | Jun 2013 - Feb 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2012 |
S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- CA
-
Total Assets Under Management285MILLIONS
-
Total Number of Accounts952ACCOUNTS
-
Average Account Value$299,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, NE, TN, TX
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