Mark Callon, financial advisor Naples FL
88 score

Mark Callon

CRD Number: 6324168
Current Firm: Charles Schwab & Company, Inc.

Mark Callon (CRD# 6324168) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Naples, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company,inc. Naples, FL Feb 2016 - Current < 1
Charles Schwab Bank Naples, FL Feb 2015 - Current 1
Fidelity Brokerage Services, LLC Jacksonville, FL Apr 2014 - Feb 2016 1
Callon Information Technology Guangzhou, Jul 2012 - Mar 2014 1
Lakvold Group, LLC Baton Rouge, LA Sep 2010 - Jul 2012 1
Redstick Crossfit Baton Rouge, LA Sep 2011 - May 2012 < 1
Bally's Total Fitness Baton Rouge, LA Jan 2011 - Mar 2011 < 1
Chapel On The Campus Guangzhou, Jul 2008 - Aug 2010 2
Louisiana State University Baton Rouge, LA Aug 2004 - May 2008 3
Denham Springs Urgent Care Denham Springs, LA Jan 2007 - Apr 2008 1
Smoothie King Baton Rouge, LA May 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2014
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Mark A. Callon
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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
88
Clean Record
This advisor has a clean track record with regulators.

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