William Callahan (CRD# 2231750) is an Investment Advisor Representative working at Pinnacle Investments, LLC in West Palm Beach, FL and has over 31 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Investments, LLC | Palm Beach Gardens, FL | Sep 2021 - Current | 2 |
| Ameriprise Financial Services, Inc. | Palm Beach Gardens, FL | Jan 2011 - Sep 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1992 |
- FL
- TX
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Total Assets Under Management848MILLIONS
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Total Number of Accounts2,670ACCOUNTS
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Average Account Value$317,750
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
RI
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