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Courtney C
CFP®, Series 63, Series 65
Kittanning, PA
LPL Financial
Courtney Callas is a CFP®-certified financial advisor with LPL Financial, based in Kittanning, PA, and has 10 years of industry experience. She has been with LPL Financial since 2015 and previously worked for the Franklin Regional Area School District. Outside of her advisory role, she works as a natural gas meter reader on a limited basis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by various model portfolios and research.
John C
Series 63, Series 65
Kittanning, PA
LPL Financial
John Callas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisory role, he provides qualified plan consulting through J. Alexander Callas Qualified Plans Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.
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