Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas McAllister is an active financial advisor with over 25 years of experience in the industry. Douglas is registered in multiple states including California, New York, and Oregon. Douglas is currently employed with Cambridge Investment Research Advisors, Inc., and has held a Series 63, Series 65 and Series 7 license. Douglas specializes in working with high net worth individuals, pension and profit-sharing plans, as well as other individuals.
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.
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.
Solicitation fees from 3rd party money managers
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2
CA
09/18/2006 - Present
Cambridge Investment Research Advisors, Inc. (SAN FRANCISCO CA)
NJ
05/21/1998 - 08/16/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 06/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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