Patrick Calhan (CRD# 4045087) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oakbrook Terrace, IL and has over 23 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthwave | Oakbrook Terrace, IL | Feb 2023 - Current | 1 |
| Lspn Pro, LLC | Lindon, UT | Jun 2021 - Current | 2 |
| College Loan Freedom | Henderson, NV | Oct 2020 - Current | 3 |
| Heartland Institute Of Financial Education | Aurora, CO | Jul 2012 - Current | 11 |
| Plc Financial Group,inc | Chicago, IL | Apr 2012 - Current | 12 |
| Transamerica Financial Advisors, Inc. | Oakbrook Terrace, IL | Jan 2012 - Current | 12 |
| Wfg | Oakbrook Terrace, IL | Jun 2001 - Current | 22 |
| Paramount Adjusters | Chicago, IL | Sep 2017 - Nov 2021 | 4 |
| Employee Benefit Risk Management Services-ebrm | Oakbrook, IL | Jun 2011 - Nov 2021 | 10 |
| Rental Property | Lisle, IL | Jan 2017 - Oct 2020 | 3 |
| Neigborhood Sealcoaters | Agneva, IL | Jun 2003 - Aug 2017 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- IL
- TX
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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