Richard
Callison
Virtue Capital Management, LLC
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About this Advisor
Richard Callison is a financial advisor based in Brentwood, Tennessee, working with Virtue Capital Management, LLC. Richard has previously held positions at Lps Partners Inc, Red Oak Wealth Management, Tribal Capital Markets, LLC, Virtue Capital Management, LLC, Lifemark Securities Corp, and Aflac. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Richard is part of Virtue Capital Management, LLC, which operates out of Brentwood, Tennessee. The firm has 98 offices and 110 employees. The firm manages assets totaling $787.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Virtue Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Virtue Capital Management, LLC Brokerage Details
$787,466,707
110
6,111
$128,861
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Richard Callison Work History
Virtue Capital Management, LLC
Red Oak Wealth Management
Lifemark Securities Corp
Tribal Capital Markets, LLC
Aflac
Lps Partners Inc
Disclosures
Please visit the SEC profile of Richard Callison 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 Virtue Capital Management, LLC
Saint Louis, MO
Pompano Beach, FL
Brenham, TX
Roanoke, VA
Brentwood, TN
Brentwood, TN
Brentwood, TN
Brentwood, TN
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