Colleen
Callahan
Lincoln Investment
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About this Advisor
Colleen Callahan is a financial advisor based in San Diego, California, working with Lincoln Investment. Colleen has previously held positions at Capital Analysts, Inc and Lincoln Investment. Colleen has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Colleen is part of Lincoln Investment, which operates out of San Diego, California. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Colleen Callahan Work History
Lincoln Investment
Capital Analysts, Inc
Disclosures
Please visit the SEC profile of Colleen Callahan 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 Lincoln Investment
Vineland, NJ
Farmington, MI
Freeport, NY
Fort Washington, PA
Brookeville, MD
Irving, TX
Fort Washington, PA
Chicago, IL
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