Douglas Callan
Investment adviser representative at Xml Financial Group
12 yearsExperience
2 statesRegistered in
CFADesignation
$3.3BFirm assets
Are you Douglas Callan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Xml Financial GroupJul 2022 to now
- Xml SecuritiesJul 2022 to now
- Wells Fargo Advisors Financial Network, LLCJun 2014 to Jul 2022
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Xml Financial Group
Legal name: Xml Financial, LLC
$3.3BAssets managed
2,944Clients
28Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5188893
- Firm CRD
- 284987