Mark Callahan (CRD# 4544576) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Fairhope, AL and has over 21 years of experience in the finance industry.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aptus Capital Advisors, LLC | Fairhope, AL | May 2019 - Current | 4 |
| Unemployed | Dallas, TX | May 2018 - Apr 2019 | < 1 |
| Esposito Securities, LLC | Dallas, TX | May 2016 - Apr 2018 | 1 |
| Self Employed | Dallas, TX | Apr 2016 - Apr 2016 | < 1 |
| Capital Institutional Services, Inc. | Dallas, TX | Aug 2010 - Mar 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
- AL
- TX
-
Total Assets Under Management5,285MILLIONS
-
Total Number of Accounts7,056ACCOUNTS
-
Average Account Value$749,019
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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