Sean Callinan, financial advisor Healdsburg CA
93 score

Sean Callinan

CRD Number: 1988530
Current Firm: Fisher Investments

Sean Callinan (CRD# 1988530) is an Investment Advisor Representative working at Fisher Investments in Healdsburg, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Fisher Investments Inc. Woodside , CA Aug 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for Sean M. Callinan
Phone Number: 800-851-8845
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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
93
Clean Record
This advisor has a clean track record with regulators.

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