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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Callahan is a financial advisor with over 10 years of experience. Brian is currently registered with Fisher Investments and has previously worked for Charles Schwab & Co., Inc., MML Investors Services, LLC, NYLIFE Securities LLC and Northwestern Mutual Investment Services, LLC. Brian is a Certified Financial Planner™ professional. Brian is registered as an Investment Advisor Representative in California, Massachusetts, and Texas. Brian specializes in providing financial advice to individuals, businesses, trusts and estates, investment companies, charitable organizations, and pooled investment vehicles. Brian has a strong track record of success in helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/06/2023 - Present
Fisher Investments (MARTINEZ CA)
CA
01/23/2019 - 09/20/2021
CHARLES SCHWAB & CO., INC. (Walnut Creek CA)
CA
08/30/2017 - 12/27/2018
MML INVESTORS SERVICES, LLC (SAN FRANCISCO CA)
CA
07/09/2014 - 07/06/2017
NYLIFE SECURITIES LLC (SAN RAMON CA)
IL
04/06/2011 - 06/24/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IA
Issued 12/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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