Craig Callahan, financial advisor Greenwood Village CO
73 score

Craig Callahan

CRD Number: 872598
Current Firm: Icon Advisers, Inc.

Craig Callahan (CRD# 872598) is an Investment Advisor Representative working at Icon Advisers, Inc. in Greenwood Village, CO and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Icon Distributors, Inc., Formerly, Meridian Clearing Corp. Greenwood Village, CO Jan 2005 - Current 11
Icon Advisers, Inc. Formerly Meridian Investment Management Corp Greenwood Village, CO Apr 1991 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1980
S65 NASAA Investment Advisors Law Examination Mar 1994
S66 NASAA Uniform Combined State Law Examination Apr 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Craig T. Callahan
Phone Number: 303-790-1600
Registered State(s):
  • CO
  • TX
  • OK
By the Numbers
  • Total Assets Under Management
    2,212
    MILLIONS
  • Total Number of Accounts
    30,964
    ACCOUNTS
  • Average Account Value
    $71,426
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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