Richard Mccallister
Richard Mccallister is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Rancho Palos Verdes, CA, with 33 years of industry experience. Richard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
28924 S. Western Ave., Suite 213, Rancho Palos Verdes, CA, 90275
Get directionsHistory
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 ActivitiesSells Insurance
Richard is an insurance agent selling fixed annuities and life insurance products through McCallister Financial Group, dedicating minimal time to this activity. He is also the CEO of Palos Verdes Practice Management, Inc., an entity for managing his financial practice, which takes about a quarter of his time.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations20 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.
Exams
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