Tabula Rasa Advisors, LLC

Tabula Rasa Advisors, LLC (CRD# 298184) is a financial advisory firm headquartered in Birmingham, AL. They manage $21,479,020 in 31 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
110 Office Park Drive, Suite # 100, Birmingham, AL 35223
http://www.tabularasaadvisors.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $692,872
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, MS

Financial Advisors at Tabula Rasa Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jerry Callahan, financial advisor Birmingham AL
Jerry D. Callahan
CRD#: 4583694
110 Office Park Drive, Suite # 100, Birmingham, AL 35223

Jerry Callahan (CRD# 4583694) is an Investment Advisor Representative working at Tabula Rasa Advisors, LLC in Birmingham, AL and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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