Richard Callison, financial advisor Basking Ridge NJ

Richard Callison

CRD Number: 1530355
Current Firm: Virtue Capital Management, LLC

Richard Callison (CRD# 1530355) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Basking Ridge, NJ and has over 6 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Basking Ridge NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Basking Ridge NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Mostafa Aamer, financial advisor Basking Ridge NJ
Mostafa Aamer
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Apr 2020 - Current 1
Virtue Capital Management, LLC Brentwood, TN Jul 2019 - Current 2
Red Oak Wealth Management Basking Ridge, NJ Oct 2016 - Current 5
Tribal Capital Markets, LLC New York, NY Oct 2017 - Apr 2018 < 1
Lps Partners Inc. New York, NY Apr 2015 - Oct 2016 1
Unemployed New York, NY May 2013 - Apr 2015 1
Barclays Capital Inc. New York, NY Sep 2008 - May 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2015
S65 NASAA Investment Advisors Law Examination Apr 2019
Contact Info for Richard S. Callison
Phone Number: 615-340-0801
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    700
    MILLIONS
  • Total Number of Accounts
    6,634
    ACCOUNTS
  • Average Account Value
    $105,565
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.