Justin
Callaham
Assuredpartners Investment Advisors
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About this Advisor
Justin Callaham is a financial advisor who works out of Tampa, Florida with a total of 3 years of industry experience. Callaham is currently employed by Assuredpartners Investment Advisors. During their career, Callaham has held roles at Assuredpartners, Inc, Clark, Campbell, Lancaster & Munson, Assuredpartners Financial Services, LLC and Assuredpartners Investment Advisors. Callaham has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, Connecticut, Florida, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Nebraska, Nevada, New Jersey, North Carolina, Oregon, South Carolina, Texas, Virginia, Washington, West Virginia and Wisconsin. Assuredpartners Investment Advisors is a financial advisory firm that has its headquarters in Tampa, FL. It handles $372 million in assets under management among its 514 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 514 accounts, just 13% are held by high-net-worth clients who have greater than $1 million in assets. The firm has a broad range 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, educational seminars and other services. A financial advisor's fee schedules typically vary depending on the services offered. Fee types billed by Assuredpartners Investment Advisors can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Assuredpartners Investment Advisors Brokerage Details
$372,013,000
11
514
$723,761
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
- Educational seminars/workshops
- Other
Justin Callaham Work History
Justin has been registered as a financial advisor for 3 years.*
Assuredpartners Financial Services, LLC
Assuredpartners Investment Advisors
Assuredpartners, Inc
Clark, Campbell, Lancaster & Munson
*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 Justin Callaham 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 Assuredpartners Investment Advisors
Fort Lauderdale, FL
Tampa, FL
Lancaster, PA
Lancaster, PA
Madison, WI
Fort Lauderdale, FL
Wake Forest, NC
Fort Lauderdale, FL
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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