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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin P. Callaham is an investment advisor representative who works with individual investors, businesses, and high net worth individuals. Justin P. Callaham is affiliated with AssuredPartners Investment Advisors, located in Tampa, Florida. Justin P. Callaham has a Series 65 license to provide investment advice, as well as a Series 7, Series 63, and Series 24 license. Justin P. Callaham's firm, AssuredPartners Investment Advisors, has 16 investment advisor representatives and 6 registered representatives. Justin P. Callaham's firm offers financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Referrals to unaffiliated investment advisers, college planning
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Compensation related to referrals
1
2
FL
11/05/2020 - Present
Assuredpartners Investment Advisors (TAMPA FL)
IA
Issued 11/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2018
Series 24 - General Securities Principal Examination
BC
Issued 07/28/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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