Lyle L. Mcallister

MCALLISTER CAPITAL MANAGEMENT

JACKSON, MS 39216

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CRD#: 1197612

Professional summary

Lyle Lester Mcallister JR, who also goes by Lyle Lester Mcallister, is a registered financial advisor currently at MCALLISTER CAPITAL MANAGEMENT located in Jackson, Mississippi.

Lyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Lyle has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lyle Lester Mcallister

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyle Lester Mcallister JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 26, 1995 - Present

MCALLISTER CAPITAL MANAGEMENT

Office #1: 1907 Dunbarton Drive Suite E, Jackson, MS 39216

RIA

CRD#: 115613

JACKSON, MS

Past

December 1, 1993 - February 1, 1995

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Past

July 16, 1992 - October 8, 1993

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

Past

January 1, 1991 - July 9, 1992

UNUM SALES CORPORATION

CRD#: 5406

Past

October 20, 1983 - January 11, 1989

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MCALLISTER CAPITAL MANAGEMENT

MCALLISTER CAPITAL MANAGEMENT | MCALLISTER CAPITAL MANAGEMENT CORPORATION

CRD#: 115613 / SEC#: 801-114794

RIA

Registered Investment Advisory firm - (3/8/2019 Approved)

Florida

Registered Investment Advisory firm - (3/13/2019 Terminated)

Kansas

Registered Investment Advisory firm - (3/13/2019 Terminated)

Mississippi

Registered Investment Advisory firm - (3/13/2019 Terminated)

Texas

Registered Investment Advisory firm - (3/13/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(2/17/1998)

IAR

Kansas
(7/26/1995)

IAR

Mississippi
(5/6/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/16/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/17/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/15/1983

General Securities Representative Examination

Current Firm

MCALLISTER CAPITAL MANAGEMENT

MCALLISTER CAPITAL MANAGEMENT | MCALLISTER CAPITAL MANAGEMENT CORPORATION

CRD#: 115613 / SEC#: 801-114794

RIA

Registered Investment Advisory firm - (3/8/2019 Approved)

Florida

Registered Investment Advisory firm - (3/13/2019 Terminated)

Kansas

Registered Investment Advisory firm - (3/13/2019 Terminated)

Mississippi

Registered Investment Advisory firm - (3/13/2019 Terminated)

Texas

Registered Investment Advisory firm - (3/13/2019 Terminated)

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Contact information

Main Address

1907 Dunbarton Drive Suite E, Jackson, MS 39216

Mailing Address

Phone number

(601) 362-1000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCALLISTER CAPITAL MANAGEMENT (1/15/2025)

Regulatory assets under management

Total Number of Accounts	193
AUM (Assets Under Management)	$ 260,842,817

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lyle L. Mcallister

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyle Lester Mcallister JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

UNUM SALES CORPORATION

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

MCALLISTER CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/1997

Series 63

Date: 10/17/1983

Series 7

Date: 10/15/1983

Current Firm

MCALLISTER CAPITAL MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCALLISTER CAPITAL MANAGEMENT

TRUST BUT VERIFY

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