Brian Callahan (CRD# 5798175) is an Investment Advisor Representative working at Fisher Investments in Martinez, CA and has over 13 years of experience in the finance industry. Brian Callahan 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fisher Investments | Martinez, CA | Sep 2021 - Current | 2 |
| Charles Schwab & Company, Inc. | Walnut Creek, CA | Jan 2019 - Sep 2021 | 2 |
| Charles Schwab Bank Ssb | Walnut Creek, CA | Jan 2019 - Sep 2021 | 2 |
| Mml Investors Services | San Francisco, CA | Aug 2017 - Dec 2018 | 1 |
| Mass Mutual Life Insurance Company | San Francisco, CA | Jul 2017 - Dec 2018 | 1 |
| Lenox Advisors, Inc. | San Francisco, CA | Jul 2017 - Dec 2018 | 1 |
| Eagle Strategies LLC | San Ramon, CA | Sep 2014 - Dec 2018 | 4 |
| Nylife Securities LLC | San Ramon, CA | Jul 2014 - Jul 2017 | 3 |
| New York Life Insurance Company | San Ramon, CA | Jun 2014 - Jul 2017 | 3 |
| Northwestern Mutual Investment Services LLC | Chicago, IL | Dec 2013 - Jun 2014 | < 1 |
| Northwestern Mutual Investment Services, LLC | Chicago, IL | Mar 2011 - Jun 2014 | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management235,943MILLIONS
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Total Number of Accounts148,462ACCOUNTS
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Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- 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
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, WY
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