Unclaimed Profile

David John Callan

WAYPOINT WEALTH MANAGEMENT, LLC·TIMONIUM, Maryland

Series 6, Series 7, Series 9, Series 10, Series 63, Series 65PFSClean record23 years registeredWAYPOINT WEALTH MANAGEMENT, LLC

9515 DEERECO ROAD, TIMONIUM, MD 21093CRD# 2807449Firm CRD# 155574

Profile Verification

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

Identity

David John Callan · TIMONIUM, MD

Registration

CRD #2807449 · WAYPOINT WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WAYPOINT WEALTH MANAGEMENT, LLC

WAYPOINT WEALTH MANAGEMENT

Jan 2011 – Jan 2021

TIMONIUM, MD

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Jan 2011

HUNT VALLEY, MD

RAYMOND JAMES FINANCIAL SERVICES

Dec 2004 – Jan 2009

COCKEYSVILLE, MD

API FINANCIAL PLANNING SERVICES INC

Jan 2003 – Jun 2007

COCKEYSVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · January 14, 2003

Years registered · 23

Professional designation · PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAYPOINT WEALTH MANAGEMENT, LLC

CRD 155574 · SEC 801-110641

AUM

$194M

Regulatory assets under management

Employees

549 client accounts

Services offered by WAYPOINT WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAYPOINT WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David John Callan offer?

David John Callan specializes in Financial Planning, Investment Management.

What are David John Callan's credentials?

David John Callan holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David John Callan located?

David John Callan is based in TIMONIUM, Maryland, last registered with WAYPOINT WEALTH MANAGEMENT, LLC.

How does David John Callan charge for services?

David John Callan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAYPOINT WEALTH MANAGEMENT, LLC?

WAYPOINT WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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