Unclaimed Profile

Lisa Christine Callicotte

U.S. GLOBAL INVESTORS, INC.·SAN ANTONIO, Texas

Clean recordU.S. GLOBAL INVESTORS, INC.

7900 CALLAGHAN ROAD, SAN ANTONIO, TX 78229CRD# 5703473Firm CRD# 111097

Profile Verification

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

Identity

Lisa Christine Callicotte · SAN ANTONIO, TX

Registration

CRD #5703473 · U.S. GLOBAL INVESTORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Christine Callicotte is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with U.S. GLOBAL INVESTORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

U.S. GLOBAL INVESTORS, INC.

AUM

$1.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at U.S. GLOBAL INVESTORS, INC. →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5703473

Firm CRD# 111097

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Christine Callicotte offer?

Lisa Christine Callicotte specializes in Investment Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Lisa Christine Callicotte's credentials?

Lisa Christine Callicotte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Christine Callicotte located?

Lisa Christine Callicotte is based in SAN ANTONIO, Texas, working with U.S. GLOBAL INVESTORS, INC.. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Lisa Christine Callicotte charge for services?

Lisa Christine Callicotte's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is U.S. GLOBAL INVESTORS, INC.?

U.S. GLOBAL INVESTORS, INC. has approximately 24 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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