Shaun Robert Callahan
Professional Summary
Shaun Robert Callahan, who also goes by Shaun R Callahan, Shaun Callahan, is a registered financial advisor currently at ACHIEVING VERITAS LLC located in St. Augustine, Florida. Shaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Shaun has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Shaun has worked in the financial services industry since 2009. Before taking up his position with Wealth Enhancement Group, Shaun gained invaluable industry experience in a number or roles, including Loan Officer, Treasury Analyst, Underwriter and Financial Advisor. He currently resides in Jacksonville, Florida. Outside of work hours Shaun enjoys traveling and spending time with family.
Other Aliases
Shaun R Callahan, Shaun Callahan
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Videos & Posts
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Contact Information
Website
xxxxxxxxxx.xxx
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
ACHIEVING VERITAS LLC
Contact Information
Main Address
1301 Plantation Island Drive S. Suite 201b, St. Augustine, FL 32080Phone Number
(904) 471-6444# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
204AUM (Assets Under Management)
$70,115,876Similar Advisors
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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.
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State Registrations and Notice Filings
(3/17/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Shaun Robert Callahan's CRS (Customer Relationship Summary).
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