Cathie
Callahan D'Itri

Western International Securities, Inc

CRD#1000657
Investment Advisor
in Newport Beach, CA

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About this Advisor

Cathie Callahan D'Itri is a financial advisor who works in Newport Beach, California with 14 years of relevant experience. Callahan D'Itri is an advisor for Western International Securities, Inc. They have been employed by Western International Securities, Inc for their complete career. Callahan D'Itri has Series 63 and Series 66 licenses, designating them as a securities agent, and can work in California. Western International Securities, Inc is a registered investment firm that has its headquarters in Pasadena, CA. It has offices in 119 locations and a total of 424 advisors. It controls $4 billion in assets among its 12,253 customer accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 28 charitable organizations. Of its 12,253 accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Western International Securities, Inc offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely vary depending on which services the firm provides the client. However, fees charged by Western International Securities, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

660 Newport Center Dr. Ste. 470
Newport Beach, CA 92660

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Western International Securities, Inc Brokerage Details

Total Assets Under Management

$3,479,601,807

CA Average: $7,578,581,321
Total Number of Employees

424

CA Average: 43
Total Number of Accounts

12,253

CA Average: 3,727
Average Account Size

$283,980

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Cathie Callahan D'Itri Work History

Cathie has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Western International Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cathie Callahan D'Itri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Western International Securities

Given Kutz
Northridge, CA
Norma Cunanan
Pasadena, CA
George Sinanis
Westlake Village, CA
Michael Gorak
Pasadena, CA
Ivan Parry
Pasadena, CA
Noriko Ikeda
Crystal Bay, NV
Sandi Chui
Pasadena, CA
Allen Solis
Westlake Village, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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