David Callahan
David Callahan is a registered investment advisor at Wells Fargo Advisors, based in Dayton, OH, with 44 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7495 Paragon Rd #A, [Satellite], Dayton, OH, 45459
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2005Other Business Activities
David is involved with Callahan Financial MGMT Group LLC, a Finet practice, since 2009. He spends minimal time on this activity and does not engage during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley
Morgan Stanley Dw INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations39 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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