Unclaimed Profile

Joan Warwick Mccallen

VANTAGEPOINT INVESTMENT ADVISERS, LLC·WASHINGTON, District of Columbia

VANTAGEPOINT INVESTMENT ADVISERS, LLC

777 NORTH CAPITOL STREET N.E., WASHINGTON, DC 20002-4240CRD# 1498231Firm CRD# 109138

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joan Warwick Mccallen · WASHINGTON, DC

Registration

CRD #1498231 · VANTAGEPOINT INVESTMENT ADVISERS, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Joan Warwick Mccallen is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with VANTAGEPOINT INVESTMENT ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Fee-Only Advisory

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

VANTAGEPOINT INVESTMENT ADVISERS, LLC

MISSIONSQUARE INVESTMENTS

AUM

$49.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VANTAGEPOINT INVESTMENT ADVISERS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1498231

Firm CRD# 109138

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joan Warwick Mccallen offer?

Joan Warwick Mccallen specializes in Retirement Planning, Fee-Only Advisory. Contact their office in WASHINGTON, District of Columbia for a consultation.

What are Joan Warwick Mccallen's credentials?

Joan Warwick Mccallen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joan Warwick Mccallen located?

Joan Warwick Mccallen is based in WASHINGTON, District of Columbia, working with VANTAGEPOINT INVESTMENT ADVISERS, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.

How does Joan Warwick Mccallen charge for services?

Joan Warwick Mccallen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANTAGEPOINT INVESTMENT ADVISERS, LLC?

VANTAGEPOINT INVESTMENT ADVISERS, LLC has approximately 87 employees and manages $49.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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