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William Paul Callaway

Virtus Investment Advisers, Inc.

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About William Paul Callaway

William Callaway is a registered representative with Virtus Investment Advisers, Inc. William has been working in the financial industry since 2007 and holds a Series 7, Series 24, Series 53 and Series 66 license. William has experience with investment companies and previously worked with Ridgeworth Distributors LLC and YieldQuest Securities, LLC.

Firm Information

William Callaway is currently registered with Virtus Investment Advisers, Inc.. Virtus Investment Advisers, Inc. is an investment advisor registered with the SEC. Located in HARTFORD, CT, the firm primarily serves investment companies, managing $53,982,609,839 in assets for 105 clients. Virtus Investment Advisers, Inc. also provides selection of other advisors and other advisory services.
Virtus Investment Advisers, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$53.98B

Assets Under Management

Not reported

Total Clients

73

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 investment companies

Strategic management for diversified investment portfolios.

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an employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

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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William Callaway’s Registration & Firm History

GA

11/19/2018 - Present

Virtus Investment Advisers, Inc. (ATLANTA GA)

GA

08/05/2015 - 06/01/2017

RIDGEWORTH DISTRIBUTORS LLC (ATLANTA GA)

GA

12/05/2007 - 07/28/2015

YIELDQUEST SECURITIES, LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 09/08/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/2017

Series 24 - General Securities Principal Examination

BC

Issued 05/21/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Paul Callaway.
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