William CallahanCRD Number: 4020459
Current Firm: Cambridge Investment Research Advisors, Inc.
William Callahan (CRD# 4020459) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Reston, VA and has over 23 years of experience in the finance industry. William 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.
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|Cambridge Investment Research, Inc.||Fairfield, IA||Mar 2014 - Current||9|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2014 - Current||9|
|Fulcrum Securities, Inc.||Reston, VA||Jun 2008 - Mar 2014||5|
|Fulcrum Advisory Services, Inc.||Reston, VA||Jun 2008 - Mar 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1999|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management82,428MILLIONS
Total Number of Accounts461,370ACCOUNTS
Average Account Value$178,659
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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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