BC
BC

Brian Francis Callaghan

4 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
61 advisors
Number of Clients
3,430 clients
Average Client Portfolio
$146K average
Assets Under Management
$501.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

South Elgin, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is involved with CIH Consulting, a commodities consulting business in Chicago, providing client services. This activity, which is not investment-related, takes nearly full-time hours.

Employment History
Current Registrations
First Advisors National, LLC
April 2021 - Present · 4 yrs 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.