John
Callegari
Fci Advisors
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About this Advisor
John Callegari is a financial advisor based in Vancouver, Washington, working with Fci Advisors. John has previously held positions at Midwest Trust Company, Cascade Investment Advisors, and Fci Advisors. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, John is part of Fci Advisors, which operates out of Vancouver, Washington. The firm has 6 offices and 68 employees. The firm manages assets totaling $15.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Fci Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fci Advisors Brokerage Details
$15,083,813,669
68
14,421
$1,045,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
John Callegari Work History
Fci Advisors
Midwest Trust Company
Cascade Investment Advisors
Disclosures
Please visit the SEC profile of John Callegari 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 Fci Advisors
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Englewood, CO
Westerville, OH
Leawood, KS
The content in this profile was updated by SmartAsset on 6/19/2024. 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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