Richard John Callahan

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Lpl Financial Corporation
  Southampton, PA
• 11/2014 → Present
  Great Valley Advisor Group, Inc.
  Doylestown, PA

Previous Registrations

• 2005-01-03 → 2008-02-06
  Park Avenue Securities Llc
  Southampton, PA
  Southampton, PA
• 1996-10-31 → 2002-12-09
  Avantax Advisory Services
  Southhampton, PA

Other Businesses

1. 1/31/08 - CALLAHAN & ASSOCIATES, PC - CPA FIRM PROVIDING TAX AND ACCOUNTING SERVICES - OWNER - 50% TIME SPENT - ACTIVITY BEGAN 1998. 2. 1/31/08 - No Business Name - Non-Variable Insurance - TERM, UNIVERSAL & WHOLE LIFE - 10% TIME SPENT - ACTIVITY BEGAN IN 2006. 3. 1/31/08 - CALLAHAN FINANCIAL SERVICES - Investment Related - DBA for LPL Business (entity for LPL business). 4. 11/17/2014: DBA FOR LPL BUSINESS (ENTITY FOR LPL - DOYLESTOWN WEALTH MANAGEMENT - INVESTMENT RELATED - 100 HOURS PER MONTH DURING TRADING - DOYLESTOWN, PA. 5. 11/26/2014: REGISTERED INVESTMENT ADVISOR HYBRID - GREAT VALLEY ADVISOR GROUP, INC. - DBA: DOYLESTOWN WEALTH MANAGEMENT, INC. - INVESTMENT RELATED - 100 HOURS PER MONTH DURING TRADING - DOYLESTOWN, PA.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-10-08
• S63 Uniform Securities Agent State Law Examination
  1996-01-09

Designations

• Certified Financial Planner

Other Names

• Richard John Callahan