Lori CallahanCRD Number: 1912616
Current Firm: Wedbush Securities Inc.
Lori Callahan (CRD# 1912616) is an Investment Advisor Representative working at Wedbush Securities Inc. in Scottsdale, AZ and has over 27 years of experience in the finance industry.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Wedbush Morgan Securities||Scottsdale, AZ||Apr 2009 - Current||7|
|Ubs Financial Services Inc.||Scottsdale, AZ||Aug 2006 - Apr 2009||2|
|Piper Jaffray & Co||Scottsdale, AZ||Feb 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
Total Assets Under Management1,254MILLIONS
Total Number of Accounts4,156ACCOUNTS
Average Account Value$301,643
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- 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, TX, UT, VA, VI, VT, WA, WI, WV