Timothy Callahan, financial advisor Birmingham AL
93 score

Timothy Callahan

CRD Number: 1247993
Current Firm: Monroe Vos Consulting Group, Inc.

Timothy Callahan (CRD# 1247993) is an Investment Advisor Representative working at Monroe Vos Consulting Group, Inc. in Birmingham, AL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
The Monroe Vos Consulting Group, Inc. Houston, TX Aug 2004 - Current 12
Mv Securities Group, Inc. Houston, TX Nov 1996 - Current 19
Insperity, Inc.(formerly Administaff, Inc.) Houston, TX Aug 1996 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination Nov 1992
Contact Info for Timothy A. Callahan
Phone Number: 713-227-0100
Registered State(s):
  • AL
  • TX
  • AR
  • LA
  • OK
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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