Richard CallisonCRD 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.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management700MILLIONS
Total Number of Accounts6,634ACCOUNTS
Average Account Value$105,565
- 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 pooled investment vehicles (other than investment companies)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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