IC
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Ian Calaway

1 Year of Experience
Tempe, AZ
BrokerSells Insurance

Ian Calaway is a registered investment advisor, based in Tempe, AZ, with 1 years of industry experience.

Location

4500 S Lakeshore Drive, Suite 620, Tempe, AZ, 85282

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ian works as a financial consultant for Florida Financial Advisors and as a registered representative for Trinity Wealth Securities, dedicating full-time hours to each. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
February 2025 - Present · 1 yr 3 mos
Florida Financial Advisors, LLC
September 2024 - Present · 1 yr 8 mos
State Registrations5 states
AZCAFLIDTX
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.
Ian Calaway - Financial Advisor | TrueAdvisor