Calla Gorman (CRD# 6365125) is an Investment Advisor Representative working at Independent Financial Partners in Schaumburg, IL and has over 9 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 |
|---|---|---|---|
| Ifp Securities, LLC | Tampa, FL | Jan 2021 - Current | 3 |
| Independent Financial Partners | Tampa, FL | Jan 2021 - Current | 3 |
| Sheridan Road Advisors, Llc (dba: Sheridan Road) | Northbrook, IL | Jul 2018 - Dec 2020 | 2 |
| Lpl Financial LLC | Northbrook, IL | Aug 2017 - Dec 2020 | 3 |
| Independent Financial Partners | Tampa, FL | Oct 2017 - Aug 2019 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sarasota, FL | Jun 2014 - Jul 2017 | 3 |
| Re/max Harbor Realty | Punta Gorda, FL | May 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- IL
- PA
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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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