For more than fifteen years, Art McAllister has been helping clients reach their unique financial goals. He crafts custom-designed plans that specifically take into account not only client investment objectives, but also their risk tolerance levels and individual aspirations.
A graduate of the University of Colorado, his military service included five years of active duty as an officer in the U.S. Navy. Art then earned his MBA in management at UCLA. He is a CERTIFIED FINANCIAL PLANNER™ and holds the additional designation of Chartered Retirement Planning Counselor©.
Art has held a range of responsibilities in corporate and international banking, as well as corporate finance, during his 25 years in banking. He worked in New York, Johannesburg and Los Angeles. He joined Merrill Lynch & Co. in 1996 as a Financial Advisor, where he built a relationship-based practice that integrated financial planning with investment allocation and professional money management.
He left to join Raymond James in 2009, where his practice focuses on working with busy and successful working professionals and retirees. His strategy is to assist clients to create, maintain and transfer their wealth, while attempting to reduce risk.
Art holds security licenses series 7, 31, 63 and 66. He also holds Life and Variable Annuity Insurance licenses. While his practice is focused on serving the needs of clients in California, he is licensed in other major states across the country.
A thirty-year resident of Rancho Palos Verdes, California, Art believes strongly in giving back. He is active in his community, currently serving on the boards of the San Pedro Peninsula YMCA and the Aero Club of Southern California. He co-founded The Peninsula Veterans Organization. Current professional involvement includes membership in the South Bay Estate Planning Council. He is a past board member of the YMCA of Metropolitan Los Angeles and the Palos Verdes Peninsula Chamber of Commerce.
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
Hear what Tom James, our executive chairman, had to say about the accomplishment of 100 consecutive quarters of profitability achieved in early 2013.1
By the numbers*
- Over 6,200 financial advisors
- More than 2.5 million client accounts
- Over 2,500 locations throughout the United States, Canada and overseas
- Approximately $479 billion in total client assets
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 7/23/2014
1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.