Calan Jansen (CRD# 6097831) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Edinburg, VA and has over 11 years of experience in the finance industry.
CRD# 4154979
Lpl Financial LLC
CRD# 6797698
Edward Jones
CRD# 1374368
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Mar 2016 - Current | 8 |
| Farmers And Merchants Bank | Broadway, VA | Mar 2016 - Current | 8 |
| Farm Bureau Insurance | Edinburg, VA | Jun 2014 - Feb 2016 | 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Sep 2009 - May 2014 | 4 |
| Suntrust Bank | Edinburg, VA | Oct 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
- VA
-
Total Assets Under Management3,627MILLIONS
-
Total Number of Accounts8,478ACCOUNTS
-
Average Account Value$427,771
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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