Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McAllister is a financial advisor with LPL Financial LLC in LAKEPORT, CA. Robert has been in the financial services industry since 1990. Robert has experience with Mutual of Omaha Investor Services, Inc., Ameritas Investment Corp., Hartford Equity Sales Company Inc., Transamerica Securities Sales Corporation, NYLIFE Securities Inc., CIGNA Securities, Inc., Raymond James Financial Services, Inc., Securities America, Inc., Sorrento Pacific Financial, LLC and LPL Financial LLC. Robert specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, and consulting and other non-discretionary advisory services.
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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2
CA
09/14/2021 - Present
LPL Financial LLC (LAKEPORT CA)
CA
06/05/2018 - 09/13/2021
SORRENTO PACIFIC FINANCIAL, LLC (Lakeport CA)
CA
01/05/2017 - 06/04/2018
SECURITIES AMERICA, INC. (SANTA ROSA CA)
CA
05/26/2015 - 01/06/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (PETALUMA CA)
NE
02/05/2013 - 06/02/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
11/18/2008 - 06/04/2012
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
10/15/1999 - 11/04/2008
HARTFORD EQUITY SALES COMPANY INC. (CARDIFF CA)
CA
03/12/1997 - 11/03/1998
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NY
02/04/1991 - 03/03/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
05/11/1984 - 11/22/1988
CIGNA SECURITIES, INC.
BOTH
Issued 03/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/22/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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