MC
MC

Matthew Callan

20 Years of Experience
Virginia Beach, VA
Broker

Matthew Callan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Virginia Beach, VA, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2101 Parks Avenue, Suite 804, Virginia Beach, VA, 23451

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew is an owner of First Landing Financial Corporation, Inc., where he works as a financial advisor. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2009 - Present · 16 yrs 5 mos
Raymond James Financial Services, INC.Broker
December 2009 - Present · 16 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - December 2009 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2005 - December 2009 · 4 yrs 5 mos
State Registrations9 states
CAFLGAMDNCSCTXVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.