Unclaimed Profile

Timothy Alston Rucker Callahan

MONROE VOS CONSULTING, INC.·HOUSTON, Texas

SIE, Series 3, Series 7, Series 63, Series 65Clean record27 years registeredMONROE VOS CONSULTING, INC.

1001 MCKINNEY, HOUSTON, TX 77002CRD# 1247993Firm CRD# 107315

Profile Verification

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

Identity

Timothy Alston Rucker Callahan · HOUSTON, TX

Registration

CRD #1247993 · MONROE VOS CONSULTING, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MONROE VOS CONSULTING, INC.

CAPTRUST

Mar 2023 – Apr 2024

Birmingham, AL

MONROE VOS CONSULTING, INC.

Nov 1998 – Jul 2023

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · November 5, 1998

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONROE VOS CONSULTING, INC.

CRD 107315 · SEC 801-48058

AUM

$5.9B

Regulatory assets under management

Employees

578 client accounts

Services offered by MONROE VOS CONSULTING, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MONROE VOS CONSULTING, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy Alston Rucker Callahan offer?

Timothy Alston Rucker Callahan specializes in Investment Management, Wealth Management.

What are Timothy Alston Rucker Callahan's credentials?

Timothy Alston Rucker Callahan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Alston Rucker Callahan located?

Timothy Alston Rucker Callahan is based in HOUSTON, Texas, last registered with MONROE VOS CONSULTING, INC..

How does Timothy Alston Rucker Callahan charge for services?

Timothy Alston Rucker Callahan's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets not under our direct management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONROE VOS CONSULTING, INC.?

MONROE VOS CONSULTING, INC. has approximately 17 employees and manages $5.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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