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Anthony Brian Mccallister

CAPSOUTH PARTNERS, INC.·DOTHAN, Alabama
Series 7, Series 66Clean record17 years registeredCAPSOUTH PARTNERS, INC.
2216 W. MAIN STREET, DOTHAN, AL 36301CRD# 5258367Firm CRD# 132517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Brian Mccallister · DOTHAN, AL
Registration
CRD #5258367 · CAPSOUTH PARTNERS, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

CAPSOUTH WEALTH MANAGEMENT
Sep 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · September 17, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPSOUTH PARTNERS, INC.
CRD 132517 · SEC 801-63509
AUM
$763M
Regulatory assets under management
Employees
21
1,610 client accounts
Services offered by CAPSOUTH PARTNERS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CAPSOUTH PARTNERS, INC. →
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05

Frequently Asked Questions

What services does Anthony Brian Mccallister offer?
Anthony Brian Mccallister specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DOTHAN, Alabama for a consultation.
What are Anthony Brian Mccallister's credentials?
Anthony Brian Mccallister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Brian Mccallister located?
Anthony Brian Mccallister is based in DOTHAN, Alabama, working with CAPSOUTH PARTNERS, INC.. Their office serves clients in the DOTHAN metropolitan area and surrounding communities.
How does Anthony Brian Mccallister charge for services?
Anthony Brian Mccallister's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of net worth. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPSOUTH PARTNERS, INC.?
CAPSOUTH PARTNERS, INC. has approximately 21 employees and manages $763M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPSOUTH PARTNERS, INC.

Donald Paul Bolden
DOTHAN, AL
Marshall Paul Bolden
DOTHAN, AL

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