Richard Callahan (CRD# 2684696) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 28 years of experience in the finance industry. Richard 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# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Valley Advisor Group, Inc. | Doylestown, PA | Nov 2014 - Current | 9 |
| Lpl Financial Corporation | Southampton, PA | Jan 2008 - Current | 16 |
| Callahan & Associates, Pc | Southampton, PA | Jan 1998 - Nov 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1996 |
- PA
- TX
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Total Assets Under Management7,343MILLIONS
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- A percentage of assets under your management
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