Pamela
Callahan

Truist Advisory Services, Inc

CRD#4781438
Investment Advisor
in Radford, VA

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About this Advisor

Pamela Callahan is a financial advisor who works out of Radford, Virginia who has 5 years of relevant experience. Callahan currently works for Truist Advisory Services, Inc. Over the course of their career, they have held roles at Suntrust Investment Services, Inc, Suntrust Advisory Services, Bb&T Securities and Suntrust Advisory Services, Inc. Callahan has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Virginia. Truist Advisory Services, Inc is an advisory business operating out of Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 employees. It has $53 billion in total assets across its 125,600 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 85 charitable organizations. Of its 125,600 client accounts, just 12% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fees are based on which services the firm provides the client. Fee types charged by Truist Advisory Services, Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1000 East Main Street Suite - Ia
Radford, VA 24141

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

VA Average: $3,570,121,308
Total Number of Employees

2,842

VA Average: 58
Total Number of Accounts

125,600

VA Average: 1,608
Average Account Size

$423,328

VA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Pamela Callahan Work History

Pamela has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Suntrust Investment Services, Inc

2018 - Present (6 years)

Suntrust Advisory Services, Inc

2018 - 2018 (< 1 year)

Bb&T Securities

2016 - 2018 (2 years)

Suntrust Advisory Services

2001 - 2018 (17 years)

Suntrust Investment Services, Inc

*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 Pamela Callahan 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 Truist Advisory Services, Inc

Megan Childress
Richmond, VA
Samson Orina
Atlanta, GA
Michael Nagy
Altamonte Springs, FL
Staci Goins
Myrtle Beach, SC
Bridget Doane
Williamsburg, VA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
Merritt Island, 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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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.

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