Ryan F. Mccallum

CONNORS INVESTOR SERVICES

Wyomissing, PA 19610-3213

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CRD#: 5064217

Professional summary

Ryan F Mccallum, AIF® is a registered financial advisor currently at CONNORS INVESTOR SERVICES INC located in Wyomissing, Pennsylvania.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ryan has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan F Mccallum's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 22, 2022 - Present

CONNORS INVESTOR SERVICES INC

Office #1: 1210 Broadcasting Road Suite 200, Wyomissing, PA 19610-3213

RIA

CRD#: 106993

Wyomissing, PA

Past

March 23, 2011 - March 16, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

WYOMISSING, PA

Past

March 23, 2011 - March 16, 2022

LPL FINANCIAL LLC

CRD#: 6413

WYOMISSING, PA

Past

March 3, 2009 - March 10, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SHILLINGTON, PA

Past

March 3, 2009 - March 10, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SHILLINGTON, PA

Past

May 21, 2008 - January 5, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

CHARLOTTE, NC

Past

November 1, 2007 - January 5, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CHARLOTTE, NC

Past

April 5, 2007 - October 19, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WEST LAWN, PA

Past

May 18, 2006 - August 17, 2006

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

WAYNE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CONNORS INVESTOR SERVICES INC

CRD#: 106993 / SEC#: 801-6211

RIA

Registered Investment Advisory firm - (12/25/1969 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/19/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 3/19/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/7/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/17/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CONNORS INVESTOR SERVICES INC

CRD#: 106993 / SEC#: 801-6211

RIA

Registered Investment Advisory firm - (12/25/1969 Approved)

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Contact information

Main Address

1210 Broadcasting Road Suite 200, Wyomissing, PA 19610-3213

Mailing Address

Phone number

(610) 376-7418

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM CRS (3/31/2025)

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	626
AUM (Assets Under Management)	$ 1,203,741,788

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ryan F. Mccallum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan F Mccallum's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

WELLS FARGO CLEARING SERVICES, LLC

GLOBAL ATLANTIC DISTRIBUTORS, LLC

Primary Firm SEC Registration

CONNORS INVESTOR SERVICES INC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2007

Series 63

Date: 6/13/2006

Series 7TO

Date: 3/19/2024

Series 6TO

Date: 3/19/2024

SIE

Date: 10/1/2018

Series 7

Date: 5/7/2008

Series 6

Date: 5/17/2006

Current Firm

CONNORS INVESTOR SERVICES INC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONNORS INVESTOR SERVICES INC

TRUST BUT VERIFY

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