Ryan Mccallum is a registered investment advisor at Connors Investor Services INC, based in Wyomissing, PA, with 18 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 626 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Connors Investor Services charges a percentage of the value of your portfolio for investment management. The annual fee ranges from 0.25% to 1.25%, depending on factors like the amount you invest and the complexity of your situation. Connors generally requires a $500,000 minimum asset level for investment management services, but this may be waived.
Location
1210 Broadcasting Road, Suite 200, Wyomissing, PA, 19610-3213
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Connors Investor Services INC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Wachovia Securities, LLCBroker
Planco Financial Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.