RM
RM

Ryan Mccallister

1 Year of Experience
Charlotte, NC
BrokerSells Insurance

Ryan Mccallister is a registered investment advisor, based in Charlotte, NC, with 1 years of industry experience.

Location

4235 S Stream Blvd, Suite 420, Charlotte, NC, 28217

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ryan works full-time as a Registered Representative for Trinity Wealth Securities, LLC and full-time as a Financial Consultant for Florida Financial Advisors (DBA Tristate Financial Advisors). Ryan also dedicates a few hours per week to fixed insurance sales through Florida Financial Insurance (DBA Tristate Financial Advisors).

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
May 2025 - Present · 1 yr
Florida Financial Advisors, LLC
January 2025 - Present · 1 yr 4 mos
State Registrations3 states
FLNCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Ryan Mccallister - Financial Advisor | TrueAdvisor