John McCallion (CRD# 1425606) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Panama City Beach, FL and has over 38 years of experience in the finance industry.
CRD# 6378144
Edward Jones
CRD# 6670715
Lpl Financial LLC
CRD# 2682409
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Downers Grove, IL | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Downers Grove, IL | Feb 2015 - Mar 2020 | 5 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Feb 2015 | < 1 |
| Morgan Stanley Smith Barney | Naperville, IL | Jun 2009 - Feb 2015 | 5 |
| Citigroup Global Markets Inc. | Naperville, IL | Aug 2006 - Feb 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1985 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1993 |
- FL
- IL
- TX
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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