Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McAllister is a financial advisor with over 29 years of experience in the financial services industry. Brian is currently registered with LPL Financial LLC. Brian has previously worked for firms including VOYA FINANCIAL ADVISORS, INC., INVESTORS CAPITAL CORP. and MUTUAL OF OMAHA INVESTOR SERVICES, INC. Brian holds Series 6, 63, and SIE licenses and is registered in Massachusetts.
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 and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MA
04/30/2021 - Present
LPL Financial LLC (MIDDLETON MA)
MA
01/04/2016 - 05/03/2021
VOYA FINANCIAL ADVISORS, INC. (MIDDLETON MA)
MA
04/12/1995 - 12/31/2015
INVESTORS CAPITAL CORP. (MIDDLETON MA)
NE
07/07/1992 - 04/12/1995
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 07/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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