Michael Callahan is a registered investment advisor, based in Roswell, GA, with 14 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
200 Mansell Court East, Suite 430, Roswell, GA, 30076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael works as an attorney, providing business and estate planning legal services. He also refers business clients for employee benefit consulting and works as a wealth manager advisor, IAR representative, and insurance agent, dedicating about a quarter of his time to insurance planning.
Employment History
Current Registrations
The Leaders Group, INC.Broker
The Leaders Group, INC.
Xception Family Office
Wellspring Planning Group LLC
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Tlg Advisors, INC.
The Leaders Group, INC.Broker
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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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