Callen May is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wayne, NJ, with 4 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

502 Valley Road, Suite 102, Wayne, NJ, 07470

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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

Callen is an associate/employee at Topinka Financial, where he conducts economic and investment research. This activity takes about half of Callen's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2021 - Present · 4 yrs 10 mos
Raymond James Financial Services, INC.Broker
June 2021 - Present · 4 yrs 11 mos
State Registrations3 states
FLNJNY
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.
Callen May - Financial Advisor | TrueAdvisor