Charles Falconer McCallum is an investment adviser representative (IAR) with state registration records since 2003, appearing at 6 firms. Currently registered with FIRST CITIZENS INVESTOR SERVICES, INC., FIRST CITIZENS ASSET MANAGEMENT, INC, SVB WEALTH.
| Firm | From | To | Current |
|---|---|---|---|
| SVB WEALTH | 2025-08-13 | present | Yes |
| FIRST CITIZENS ASSET MANAGEMENT, INC | 2025-08-13 | present | Yes |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 2024-05-15 | present | Yes |
| BB&T SECURITIES, LLC | 2019-12-10 | 2021-03-10 | — |
| TRUIST ADVISORY SERVICES, INC. | 2016-09-14 | 2023-01-31 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2010-06-11 | 2016-12-31 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2003-01-06 | 2008-06-30 | — |