Brittany McAllister, financial advisor Fairfield IA

Brittany McAllister

CRD Number: 6872878
Current Firm: Lpl Financial LLC

Brittany McAllister (CRD# 6872878) is an Investment Advisor Representative working at Lpl Financial LLC in Fairfield, IA and has 1 year of experience in the finance industry.

Similar Advisors
Adam Audet, financial advisor Fairfield IA
Adam H. Audet
CRD# 5973251
Cambridge Investment Research Advisors, Inc.
Similar Advisors
Lewis Ballard, financial advisor Fairfield IA
Lewis M. Ballard
CRD# 4864195
Cambridge Investment Research Advisors, Inc.
Similar Advisors
William Barton, financial advisor Fairfield IA
William A. Barton
CRD# 4575907
Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
Lpl Financial LLC Fairfield, IA Jul 2023 - Current 1
Cambridge Investment Research Advisors Inc. Fairfield, IA Oct 2022 - Jun 2023 < 1
Cambridge Investment Research Fairfield, IA Sep 2019 - Jun 2023 3
Cambridge Investment Research Fairfield, IA Oct 2017 - Jun 2023 5
Bovard Studio Inc. Fairfield, IA May 2015 - Nov 2017 2
Hy-vee Cedar Falls, IA Aug 2013 - May 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2022
Contact Info for Brittany McAllister
Phone Number: 704-733-3300
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.