Douglas Mcallister
Douglas Mcallister is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in San Francisco, CA, with 27 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
San Francisco, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business ActivitiesSells Insurance
Douglas is an independent insurance agent for various companies since 2000, spending minimal time on this. He is also an advisory representative of a RIA, a FINRA arbitrator, and an investment advisor representative, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations6 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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