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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Callahan is a financial advisor with Cambridge Investment Research Advisors, Inc. with over 20 years of experience in the financial services industry. William Callahan's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting. He is also a Certified Financial Planner and holds licenses to practice in Virginia, North Carolina, Texas, Maryland and Colorado. William Callahan previously worked for firms including Fulcrum Securities, LLC, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Morgan Stanley DW Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
03/10/2021 - Present
Cambridge Investment Research Advisors, Inc. (Reston VA)
VA
06/13/2008 - 03/17/2014
FULCRUM SECURITIES, LLC (RESTON VA)
VA
10/20/2004 - 05/28/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)
NY
09/03/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
11/18/1999 - 09/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/08/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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