Joseph
Calhoun
Goldman Sachs Personal Financial Management
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About this Advisor
Joseph Calhoun is a certified financial planner who works in Littleton, Colorado who has 2 years of relevant experience. Calhoun is on the advisory team at Goldman Sachs Personal Financial Management. Throughout their career, they have worked at Victory Capital Advisers, Arcelormittal, Tap Bar And Grill, Rankin Group, Ymca, Student, Lpl Financial LLC and United Capital. Calhoun maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Colorado and Texas. Goldman Sachs Personal Financial Management is an advisory business that has its headquarters in Newport Beach, CA. The company has offices in 87 locations and a total of 727 employees. It administers $13 billion in assets between its 82,991 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 153 charities and foundations. Of its 82,991 accounts, 17% belong to high-net-worth clients who have at least $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Goldman Sachs Personal Financial Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Joseph Calhoun Work History
Joseph has been registered as a financial advisor for 2 years.*
United Capital
Lpl Financial LLC
Victory Capital Advisers
Arcelormittal
Tap Bar And Grill
Rankin Group
Student
Ymca
*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 Joseph Calhoun 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 Goldman Sachs Personal Financial Management
Carnegie, PA
Fort Lauderdale, FL
San Diego, CA
Bethesda, MD
Spring, TX
Irving, TX
Spring, TX
Great Falls, VA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
