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James Walter Mccallister

LEGACY ADVISORS, LLC·PLYMOUTH MEETING, Pennsylvania
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5 APOLLO ROAD, SUITE 100, PLYMOUTH MEETING, PA 19462CRD# 6834509Firm CRD# 139830
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About

James Walter Mccallister is a registered financial advisor based in PLYMOUTH MEETING, Pennsylvania, affiliated with LEGACY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY ADVISORS, LLC
LEGACY ADVISORS, LLC
AUM
$3.6B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at LEGACY ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6834509
Firm CRD# 139830
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Walter Mccallister offer?
James Walter Mccallister specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLYMOUTH MEETING, Pennsylvania for a consultation.
What are James Walter Mccallister's credentials?
James Walter Mccallister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Walter Mccallister located?
James Walter Mccallister is based in PLYMOUTH MEETING, Pennsylvania, working with LEGACY ADVISORS, LLC. Their office serves clients in the PLYMOUTH MEETING metropolitan area and surrounding communities.
How does James Walter Mccallister charge for services?
James Walter Mccallister's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY ADVISORS, LLC?
LEGACY ADVISORS, LLC has approximately 38 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PLYMOUTH MEETING
Jason T Braun — LEGACY ADVISORS, LLCFrank John Ferro — CENTERSQUARE INVESTMENT MANAGEMENT LLCDavid Lawrence Rabin — CENTERSQUARE INVESTMENT MANAGEMENT LLCMark Benedict Greco — CENTERSQUARE INVESTMENT MANAGEMENT LLCMichael Theodore Piotrowicz — LEGACY ADVISORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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