Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Sean McAllister is an active investment advisor representative registered in Oklahoma, Arkansas and Texas. James has been in the industry since April 2022, working for State Farm Investment Management Corp. James holds the Series 63, 65 and 6TO licenses and has completed the SIE exam. He is a registered representative with State Farm Investment Management Corp. and has a previous employment history with Enable Midstream Partners, Key Performance Compliance Solutions, and State Farm Insurance. James is also the owner of Sean McAllister Insurance Agency in Eufaula, OK.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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OK
11/28/2022 - Present
State Farm Investment Management Corp. (Eufaula OK)
IA
Issued 05/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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