Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brittany? Claim Your ProfileBrittany McAllister is a financial advisor with LPL Financial LLC. Brittany has been in the industry since 2019 and is licensed in Iowa and South Carolina. Brittany has a Series 66, 24, 7, 99, and SIE licenses. Brittany has been employed by Cambridge Investment Research, Inc. and LPL Financial LLC. Brittany has a specialization in financial planning, portfolio management, and consulting. Brittany is committed to helping clients reach their financial goals.
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.
1
2
IA
07/07/2023 - Present
LPL Financial LLC (Fairfield IA)
IA
09/20/2019 - 07/03/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 10/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2019
Series 99TO - Operations Professional Examination
BC
Issued 05/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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