Martha Callahan (CRD# 5793655) is an Investment Advisor Representative working at Fbb Capital Partners in Easton, MD and has over 14 years of experience in the finance industry. Martha 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# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fbb Capital Partners | Bethesda, MD | Oct 2022 - Current | 1 |
| Beowulf E&d (md) | Easton, MD | Feb 2022 - Sep 2022 | < 1 |
| Dvcc, LLC | Chestertown, MD | Nov 2019 - Feb 2022 | 2 |
| Beowulf Energy | Easton, MD | Nov 2014 - Oct 2019 | 4 |
| Potomac Fund Management | Easton, MD | Jan 2007 - Nov 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- MD
- TX
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Total Assets Under Management1,868MILLIONS
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Total Number of Accounts2,917ACCOUNTS
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Average Account Value$640,216
- 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
AZ, CA, DC, DE, FL, GA, LA, MA, MD, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA
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