About this Advisor
Rita Callen is an investment advisor in Kannapolis, North Carolina. Currently a registered advisor at Edward Jones, Callen has 17 years of professional experience in the financial advisory industry. Callen has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Callen is able to operate in North Carolina. During their career, Callen has held roles at Fifth Third, Fifth Third Securities, First Citizens Bank, First Citizens Investor Services and Edward Jones. Edward Jones is located in Kannapolis, North Carolina, and operates out of 14,439 other offices in the country. Overall, Edward Jones oversees $423 billion in assets covering 3,336,586 accounts and employs more than 25,919 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. The firm manages 1,067,474 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Rita Callen Work History
Rita has 17 years of experience.
First Citizens Investor Services
First Citizens Bank
Fifth Third Securities
Rita Callen has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.