Robert Mcallister is a registered investment advisor at LPL Financial LLC, based in Lakeport, CA, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
906 South Main Street Suite B, Lakeport, CA, 95453
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert operates McAllister Financial Group as a DBA for his LPL business since 2019. This activity is investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sorrento Pacific Financial, LLCBroker
Sorrento Pacific Financial, LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Hartford Equity Sales Company INC.Broker
Transamerica Securities Sales CorporationBroker
Nylife Securities INC.Broker
Cigna Securities, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.