John CallegariCRD Number: 3122598
Current Firm: Fci Advisors
John Callegari (CRD# 3122598) is an Investment Advisor Representative working at Fci Advisors in Vancouver, WA and has over 24 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|Fci Advisors||Vancouver, WA||Dec 2018 - Current||4|
|Midwest Trust Company||Vancouver, WA||Apr 2018 - Dec 2018||< 1|
|Cascade Investment Advisors||Oregon City, OR||Nov 2008 - Apr 2018||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management14,472MILLIONS
Total Number of Accounts13,107ACCOUNTS
Average Account Value$1,104,130
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VT, WA, WI, WV, WY
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