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Zachary David Callahan

Assetmark Brokerage, LLC

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About Zachary David Callahan

Zachary David Callahan is a financial advisor with over 10 years of experience in the industry. Zachary is currently registered with Assetmark Brokerage, LLC, and is based in Concord, CA. Zachary has passed the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Zachary previously worked for CAPITAL BROKERAGE CORPORATION.

Firm Information

Zachary Callahan is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

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.

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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Zachary Callahan’s Registration & Firm History

CA

08/15/2014 - Present

Assetmark Brokerage, LLC (CONCORD CA)

VA

10/30/2009 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary David Callahan.
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