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JM

James H. Mackellar

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CRD#: 803007
JM

Professional summary


James Harry Mackellar was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

James is a previously registered financial professional and started their career in finance in 1974. Prior to being barred, James had worked at 5 firms, which includes MACKELLAR JAMES H., OSAIC SERVICES INC., AMERICAN GENERAL SECURITIES INCORPORATED, USLIFE EQUITY SALES CORP., METROPOLITAN LIFE INSURANCE COMPANY.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
1. FINANCIALPOINTE; POSITION: Insurance Broker NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 04/13/2017 ADDRESS: 3323 Old Conejo Road, Newbury Park CA 91320, United States; DESCRIPTION: Sell and Service Life, Health, Disability insurance 2. MACKELLAR & ASSOCIATES POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1985 ADDRESS: 3323 Old Conejo Road, Newbury Park CA 91320, United States DESCRIPTION: Insurance Sales and Service 3. MACKELLAR & ASSOCIATES POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 09/05/2000 ADDRESS: 3323 Old Conejo Road, Newbury Park CA 91320, United States DESCRIPTION: Financial Planning

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 17, 2019 - July 29, 2024

MACKELLAR, JAMES H.

RIA
CRD#: 111792
Newbury Park, CA
Past

October 31, 2008 - June 7, 2023

OSAIC SERVICES, INC.

RIA
CRD#: 133763
NEWBURY PARK, CA
Past

October 31, 2008 - June 7, 2023

OSAIC SERVICES, INC.

BD
CRD#: 133763
NEWBURY PARK, CA
Past

February 27, 2008 - October 31, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

RIA
CRD#: 13626
THOUSAND OAKS, CA
Past

October 1, 1997 - October 31, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
THOUSAND OAKS, CA
Past

June 10, 1985 - October 1, 1997

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
NEW YORK, NY
Past

December 26, 1974 - May 24, 1985

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/23/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 22TO
Date: 1/2/2023
Direct Participation Programs Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/19/1974
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


MJ
MACKELLAR, JAMES H.
JAMES H. MACKELLAR | MACKELLAR, JAMES H. | MACKELLAR & ASSOCIATES | JAMES MACKELLAR

CRD#: 111792 / SEC#:

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Contact information


Main Address
Newbury Park, CA
Mailing Address
1775 Red Robin Place, Newbury Park, CA 91320
Phone number
(805) 405-1981
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


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

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Company Information


MACKELLAR, JAMES H.

CRD#: 111792

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