Anthony Brian Mccallister
AIF®Professional Summary
Anthony Brian Mccallister, AIF®, who also goes by Anthony Brian Mccallister Mr., is a registered financial advisor currently at CAPSOUTH WEALTH MANAGEMENT located in Dothan, Alabama. Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Anthony has worked at 2 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Anthony Brian Mccallister Mr.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
CAPSOUTH PARTNERS, INC. | CAPTRUST PARTNERS | CAPTRUST FINANCIAL ADVISORS, INC. | CAPSOUTH WEALTH MANAGEMENT
Contact Information
Main Address
2216 W. Main Street, Dothan, AL 36301Phone Number
(334) 673-8600# of Employees
22SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,420AUM (Assets Under Management)
$1,001,269,513Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CAPSOUTH PARTNERS, INC. | CAPTRUST PARTNERS | CAPTRUST FINANCIAL ADVISORS, INC. | CAPSOUTH WEALTH MANAGEMENT
State Registrations and Notice Filings
(9/17/2008)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Anthony Brian Mccallister's CRS (Customer Relationship Summary).
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