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Kevin Francis Mcallister

ACCESS HOLDINGS MANAGEMENT COMPANY LLC·BALTIMORE, Maryland
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1001 N CHARLES STREET, BALTIMORE, MD 21201CRD# 6959880Firm CRD# 297197
01

About

Kevin Francis Mcallister is a registered financial advisor based in BALTIMORE, Maryland, affiliated with ACCESS HOLDINGS MANAGEMENT COMPANY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ACCESS HOLDINGS MANAGEMENT COMPANY LLC
ACCESS HOLDINGS MANAGEMENT COMPANY LLC
AUM
$2.9B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at ACCESS HOLDINGS MANAGEMENT COMPANY LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6959880
Firm CRD# 297197
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Francis Mcallister offer?
Kevin Francis Mcallister specializes in Retirement Planning. Contact their office in BALTIMORE, Maryland for a consultation.
What are Kevin Francis Mcallister's credentials?
Kevin Francis Mcallister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Francis Mcallister located?
Kevin Francis Mcallister is based in BALTIMORE, Maryland, working with ACCESS HOLDINGS MANAGEMENT COMPANY LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.
How does Kevin Francis Mcallister charge for services?
Kevin Francis Mcallister's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCESS HOLDINGS MANAGEMENT COMPANY LLC?
ACCESS HOLDINGS MANAGEMENT COMPANY LLC has approximately 42 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACCESS HOLDINGS MANAGEMENT COMPANY LLC

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BALTIMORE, MD

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Research
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