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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony McCallister is an investment advisor representative with Capsouth Wealth Management. Anthony is a Registered Investment Advisor in Alabama. Anthony has been in the industry since May 2008 and is also a member of CapSouth Asset Management LLC. Anthony holds the Series 7 and Series 66 licenses. Anthony and his firm, Capsouth Wealth Management, provides advisory services to individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and high-net-worth individuals. Anthony's experience and qualifications demonstrate his commitment to providing high-quality investment advice to his clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of net worth
1
2
AL
09/17/2008 - Present
Capsouth Wealth Management (DOTHAN AL)
AL
05/13/2008 - 05/02/2011
NBC SECURITIES, INC. (DOTHAN AL)
BOTH
Issued 06/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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