Tim Callan, financial advisor La Jolla CA
96 score

Tim Callan

CRD Number: 3092202
Current Firm: Callan Capital, LLC

Tim Callan (CRD# 3092202) is an Investment Advisor Representative working at Callan Capital, LLC in La Jolla, CA and has over 16 years of experience in the finance industry. Tim Callan 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.

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Professional Designations
Company Name Location Dates Years
Callan Capital, LLC La Jolla, CA Jan 2007 - Current 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA Jan 2000 - Jan 2007 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2000
S66 NASAA Uniform Combined State Law Examination Jul 2000
Contact Info for Tim S. Callan
Phone Number: 858-551-3800
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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