Leo Mcallister
Leo Mcallister is a registered investment advisor at LPL Financial LLC, based in Cobleskill, NY, with 51 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
2457 State Route 7, Cobleskill, NY, 12043
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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 ActivitiesSells Insurance
Leo is involved in several outside business activities. These include government roles, rental property ownership, insurance sales (life, annuities, and LTC), and operating Sage Financial Associates, which offers financial services and insurance products.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Cadaret, Grant & CO., INC.Broker
Fsc Securities CorporationBroker
Vanderbilt Capital CorporationBroker
Connecticut Mutual Life Insurance CompanyBroker
Offerman & CO., INC.Broker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations18 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.