Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Callahan is a financial advisor with over 25 years of experience in the industry. He is a Certified Financial Planner and registered with Great Valley Advisor Group, Inc. in Pennsylvania and Texas. Richard has held various positions at several firms, including Park Avenue Securities LLC and H.D. Vest Investment Services. His previous experience encompasses investment advisory services, tax and accounting services, and non-variable insurance. Richard has a broad range of experience and expertise, and he is committed to providing clients with personalized financial advice and solutions.
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.
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.
Consulting services
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.
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2
PA
12/19/2016 - Present
Great Valley Advisor Group, Inc. (DOYLESTOWN PA)
PA
12/12/2002 - 02/06/2008
PARK AVENUE SECURITIES LLC (SOUTHAMPTON PA)
TX
01/12/1996 - 12/04/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 10/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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