Richard Thomas Mccallister

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1993 → Present
  Royal Alliance Associates, Inc.
  Torrance, CA
• 03/1999 → Present
  Irm Distributors, Inc.
  Carpinteria, CA
• 04/2006 → Present
  Mccallister Financial Group
  Rancho Palos Verdes, CA
• 03/2023 → Present
  Palos Verdes Practice Management, Inc.
  Rancho Palos Verdes, CA

Other Businesses

1)MCCALLISTER FINANCIAL GROUP - 28924 S. Western Ave., Suite 213, Rancho Palos Verdes, CA 90275- INSURANCE AGENT - SALE OF FIXED ANNUITIES AND LIFE INSURANCE PRODUCTS ,;SOLE PROPRIETOR;START04/2006;2HRS/MO;2HRS/MO DURING TRADING HRS;INVESTMENT-RELATED 2)PALOS VERDES PRACTICE MANAGEMENT, INC.; 28924 S. Western Ave. Suite 213, Rancho Palos Verdes CA 90275, United States; START DATE: 03/06/2023; CEO; Entity for the management of financial practice, including facilitation of payments and capturing of corporate tax benefits; NUMBER OF HOURS: 60; Number of hours during TRADING HOURS: 45; NIR

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-09-07

Designations

• Certified Financial Planner

Other Names

• Rick Mccallister