Justin Callaham (CRD# 6992988) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Tampa, FL and has over 5 years of experience in the finance industry.
CRD# 6525251
Truist Advisory Services, Inc.
CRD# 4508553
Raymond James & Associates, Inc.
CRD# 5161601
Amuni Financial, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Assuredpartners Investment Advisors | Lake Mary, FL | Dec 2019 - Current | 4 |
Assuredpartners Financial Services, LLC | Lake Mary, FL | May 2019 - Current | 5 |
Assuredpartners, Inc. | Lake Mary, FL | May 2016 - Current | 8 |
Clark, Campbell, Lancaster & Munson | Lakeland, FL | May 2013 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2019 |
S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- TX
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Total Assets Under Management179MILLIONS
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Total Number of Accounts601ACCOUNTS
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Average Account Value$297,898
- 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
- 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
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY
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