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Ryan F McCallum

Connors Investor Services Inc.

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About Ryan F McCallum

Ryan F. McCallum is an investment advisor representative with Connors Investor Services Inc., based in Wyomissing, Pennsylvania. Ryan has been in the financial services industry for over 15 years. Ryan has a broad range of experience working with clients of all types, including high net worth individuals, corporations, pension and profit sharing plans, charitable organizations and state or municipal government entities. Prior to joining Connors Investor Services Inc., Ryan worked for LPL Financial LLC, Wells Fargo Advisors, LLC, UVEST Financial Services Group, Inc., Wachovia Securities, LLC and Planco Financial Services, LLC.

Firm Information

Ryan McCallum is currently registered with Connors Investor Services Inc.. Connors Investor Services Inc. is an investment advisor based in Wyomissing, Pennsylvania. The firm manages $1.05 billion in regulatory assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, investment companies, pooled investment vehicles, pension and profit-sharing plans, corporations, and state and municipal government entities. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Connors Investor Services Inc. also offers selection of other advisers and participates in wrap fee programs.
Connors Investor Services Inc.

1210 BROADCASTING ROAD

WYOMISSING, PA 19610-3213

$1.05B

Assets Under Management

Not reported

Total Clients

9

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Ryan McCallum’s Registration & Firm History

PA

03/22/2022 - Present

Connors Investor Services Inc. (WYOMISSING PA)

PA

03/23/2011 - 03/16/2022

LPL FINANCIAL LLC (WYOMISSING PA)

PA

03/03/2009 - 03/10/2011

WELLS FARGO ADVISORS, LLC (SHILLINGTON PA)

NC

11/01/2007 - 01/05/2009

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

PA

04/05/2007 - 10/19/2007

WACHOVIA SECURITIES, LLC (WEST LAWN PA)

PA

05/18/2006 - 08/17/2006

PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)

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Licenses & Designations

IA

Issued 12/20/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/19/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2008

Series 7 - General Securities Representative Examination

BC

Issued 05/17/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan F McCallum.
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