Robert Michael Mcallister

Current Employers

Employment History

• 05/2015 → 01/2017
  Raymond James Financial Services, Inc.
  Petaluma, CA
• 05/2015 → 01/2017
  Raymond James Financial Services Advisors Inc.
  Petaluma, CA
• 06/2015 → 01/2017
  Financial Partners Wealth Strategies
  Petaluma, CA
• 01/2017 → 06/2018
  Securities America, Inc.
  Petaluma, CA
• 01/2017 → 06/2018
  Securities America Advisors
  Petaluma, CA
• 06/2018 → 09/2021
  Sorrento Pacific Financial, Llc
  San Diego, CA
• 09/2021 → Present
  Lpl Financial Llc
  Lakeport, CA

Previous Registrations

• 2018-06-05 → 2021-09-13
  Sorrento Pacific Financial, Llc
  Ukiah, CA
  Clearlake, CA
  American Canyon, CA
  Calistoga, CA
  Napa, CA
  Napa, CA
  Middletown, CA
  Yountville, CA
  St Helena, CA
  Kelseyville, CA
  Lakeport, CA
  Sebastopol, CA
  Gualala, CA
  Healdsburg, CA
  Santa Rosa, CA
  Petaluma, CA
  Rohnert Park, CA
  Petaluma, CA
  Santa Rosa, CA
  Guerneville, CA
  Sonoma, CA
  San Diego, CA
  Lakeport, CA
• 2017-01-05 → 2018-06-04
  Securities America Advisors, Inc.
  Petaluma, CA
  Santa Rosa, CA
• 2015-05-28 → 2017-01-06
  Raymond James Financial Services Advisors, Inc
  Petaluma, CA
• 2010-04-20 → 2012-06-04
  Ameritas Investment Company, Llc
  Fairfax, CA
  Cincinnati, OH

Other Businesses

1)08/31/2021 - McAllister Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2019

Exams

• S66 Uniform Combined State Law Examination
  2010-03-19
• S63 Uniform Securities Agent State Law Examination
  1991-02-08

Other Names

• Robert M Mcallister