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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lawrence McAllister is an active investment advisor representative registered with Robert W. Baird & Co. Inc. John has been in the financial services industry since March 26, 1993 and has held previous positions with SunTrust Equitable Securities. John is a Series 63, 65, 7, 8, 9, 10, and SIE licensed professional. John is registered with the states of Florida, Georgia, Indiana, Kentucky, Michigan, North Carolina, Ohio, Tennessee, and Wisconsin. The firm offers a wide range of advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
11/13/2023 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
GA
04/03/1991 - 06/02/2000
SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)
IA
Issued 04/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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