Unclaimed
Brian Callaghan is a registered investment advisor representative with First Advisors National, LLC. Brian has been in the industry for several years. Brian specializes in retirement planning, financial planning, and portfolio management. Brian has a Series 65 and Series 3 license. Brian works in the South Elgin, Illinois branch office.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
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.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
IL
04/29/2021 - Present
First Advisors National, LLC (South Elgin IL)
IA
Issued 04/28/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2022
Series 3 - National Commodity Futures Examination
Active
Inactive
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