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Allison Lynn Callahan

Hamilton Lane Securities LLC

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About Allison Lynn Callahan

Allison Callahan is a financial advisor with Hamilton Lane Securities LLC, located in Conshohocken, PA. Allison has over 17 years of experience in the financial services industry. Allison has passed the Series 6, Series 63, and SIE exams. Allison holds a current registration in Pennsylvania. Allison has previously worked at Hartford Funds Distributors, LLC, Hartford Life Distributors, LLC, and LPL Financial LLC.

Firm Information

Allison Callahan is currently registered with Hamilton Lane Securities LLC. Hamilton Lane Securities LLC is a Limited Liability Company formed in August 2015. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Allison Callahan’s Registration & Firm History

PA

02/16/2021 - Present

Hamilton Lane Securities LLC (CONSHOHOCKEN PA)

PA

12/03/2012 - 10/09/2019

HARTFORD FUNDS DISTRIBUTORS, LLC (Wayne PA)

PA

08/20/2012 - 12/03/2012

HARTFORD LIFE DISTRIBUTORS, LLC (RADNOR PA)

PA

05/11/2012 - 08/10/2012

LPL FINANCIAL LLC (CHESTER SPRINGS PA)

PA

05/28/2004 - 05/16/2012

HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)

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Licenses & Designations

BC

Issued 07/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allison Lynn Callahan.
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