Patrick Callahan, financial advisor Jonesboro AR
89 score

Patrick Callahan

CRD Number: 6232676
Current Firm: Cetera Investment Advisers LLC

Patrick Callahan (CRD# 6232676) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Jonesboro, AR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St.cloud, MN Mar 2016 - Current < 1
Cetera Investment Advisers LLC Jonesboro, AR Mar 2016 - Current < 1
Regions Bank Jonesboro, AR Feb 2016 - Current < 1
Wells Fargo Advisors, LLC Jonesboro, AR Jul 2013 - Jan 2016 2
Unemployed Jonesboro, AR Jun 2013 - Jul 2013 < 1
Nettleton School District Jonesboro, AR Mar 2013 - May 2013 < 1
Dustin Mcdaniel For Governor Little Rock, AR Jun 2012 - Mar 2013 < 1
Local Culture Yogurt LLC Jonesboro, AR Nov 2011 - Jun 2012 < 1
Nettleton Public Schools Jonesboro, AR Sep 2011 - Nov 2011 < 1
Arkansas State University Jonesboro, AR May 2011 - Nov 2011 < 1
Arkansas State University Jonesboro, AR Jan 2010 - May 2011 1
Arkansas State University Jonesboro, AR Apr 2009 - Mar 2010 < 1
Lifeway Christian Resources Glorieta, NM Jun 2009 - Jul 2009 < 1
Arkansas State University Jonesboro, AR Aug 2008 - Mar 2009 < 1
Lifeway Christian Resources Nashville, TN Jun 2008 - Jul 2008 < 1
Arkansas State University Jonesboro, AR Aug 2007 - May 2008 < 1
First Baptist Church Jonesboro, AR May 2007 - Aug 2007 < 1
Arkansas State University Jonesboro, AR Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Patrick C. Callahan
Phone Number: 888-528-2987
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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
89
Clean Record
This advisor has a clean track record with regulators.

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