Robert McAlister (CRD# 7313027) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Mandeville, LA and has over 2 years of experience in the finance industry.
CRD# 4945227
Second Line Capital, LLC
CRD# 5987927
Osaic Wealth, Inc.
CRD# 2798030
Wealthharbor Capital Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Meridian Wealth Management | Mandeville, LA | Sep 2023 - Current | < 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2020 - Sep 2023 | 2 |
Self Employed-various Startups And Freelance Work | Covington, LA | Oct 2019 - Dec 2020 | 1 |
Vigilante Coffee LLC | Hyattsville, MD | Feb 2015 - Oct 2019 | 4 |
Us House Committee On Armed Services | Washington, DC | Jan 2011 - Feb 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
S63 | Uniform Securities State Law Examination | Jan 2022 |
- AL
- AR
- FL
- LA
- MS
- TX
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Total Assets Under Management2,906MILLIONS
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Total Number of Accounts8,456ACCOUNTS
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Average Account Value$343,609
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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