Brian CallahanCRD Number: 5947503
Current Firm: Relative Value Partners, LLC
Brian Callahan (CRD# 5947503) is an Investment Advisor Representative working at Relative Value Partners, LLC in Northbrook, IL and has over 4 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Relative Value Partners Group, LLC||Northbrook, IL||Jul 2015 - Current||1|
|Relative Value Partners, LLC||Northbrook, IL||Jun 2011 - Jul 2015||4|
|Chicago Board Of Trade||Chicago, IL||Jan 1990 - Jun 2011||21|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2012|
Total Assets Under Management970MILLIONS
Total Number of Accounts841ACCOUNTS
Average Account Value$1,153,438
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, IL, LA, MA, NJ, NY, WI
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