Justin CallahamCRD Number: 6992988
Current Firm: Assuredpartners Investment Advisors
Justin Callaham (CRD# 6992988) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Tampa, FL and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Assuredpartners Investment Advisors||Lake Mary, FL||Dec 2019 - Current||2|
|Assuredpartners Financial Services, LLC||Lake Mary, FL||May 2019 - Current||3|
|Assuredpartners, Inc.||Lake Mary, FL||May 2016 - Current||6|
|Clark, Campbell, Lancaster & Munson||Lakeland, FL||May 2013 - May 2016||3|
|Unemployed||Gainsville, FL||Aug 2012 - May 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2019|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management112MILLIONS
Total Number of Accounts283ACCOUNTS
Average Account Value$394,863
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CT, FL, IA, IL, IN, KS, KY, LA, MD, MI, MN, NC, NE, NJ, NV, OR, PA, SC, TX, VA, WA, WI, WV
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