Donna
Medcalf
Callahan Advisors, LLC
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About this Advisor
Donna Medcalf is a financial advisor based in Houston, Texas, working with Callahan Advisors, LLC. Donna has previously held positions at Asset Management Advisors, D.H. Hill Securities, Lllp, Granite Harbor Advisors, Inc, and Callahan Advisors, LLC. Donna has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Donna is part of Callahan Advisors, LLC, which operates out of Houston, Texas. The firm has 10 employees and manages assets totaling $932.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Callahan Advisors, LLC includes asset-based fees.
Certifications and Registrations
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Callahan Advisors, LLC Brokerage Details
$932,947,839
10
1,233
$756,649
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Donna Medcalf Work History
Callahan Advisors, LLC
Granite Harbor Advisors, Inc
D.H. Hill Securities, Lllp
Asset Management Advisors
Disclosures
Please visit the SEC profile of Donna Medcalf 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 Callahan Advisors, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
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