Millicent Callahan, financial advisor Woodland Hills CA

Millicent Callahan

CRD Number: 1439873
Current Firm: Callahan & Callahan Asset Management, Inc.

Millicent Callahan (CRD# 1439873) is an Investment Advisor Representative working at Callahan & Callahan Asset Management, Inc. in Woodland Hills, CA and has over 38 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Woodland Hills CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Woodland Hills CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Marie Thomasson, financial advisor Woodland Hills CA
Marie E. Thomasson
CRD# 6724246
Modern Assets, LLC
Company Name Location Dates Years
U.s. Discount Brokerage, Inc. Columbus, OH Oct 2002 - Current 21
Callahan & Callahan Asset Management, Inc. Woodland Hills, CA Oct 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Millicent G. Callahan
Phone Number: 818-588-4196
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $2,719,136
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.