![Marc McAllister, financial advisor Red Bank NJ](/img/ws/profile-blank-sq.png)
Marc McAllister (CRD# 2611516) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Red Bank, NJ and has over 28 years of experience in the finance industry.
![Mark Abadir, financial advisor Red Bank NJ](/img/ws/profile-blank-sq.png)
CRD# 2130640
Ameriprise Financial Services, LLC
![Raymond Abbate, financial advisor Red Bank NJ](/img/ws/profile-blank-sq.png)
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Samirah Abdul-Alim, financial advisor Red Bank NJ](/img/ws/profile-blank-sq.png)
CRD# 1863193
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Rbc Capital Markets, LLC | Red Bank, NJ | Mar 2019 - Current | 5 |
City National Bank | Red Bank, NY | Apr 2019 - Dec 2023 | 4 |
Bank Of America, Na | Red Bank, NJ | Mar 2010 - Mar 2019 | 9 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | Nov 2003 - Mar 2019 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1995 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
- NJ
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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