Joseph McAllister, financial advisor Champaign IL

Joseph McAllister

CRD Number: 7044509
Current Firm: Sterling Wealth Management, Inc.

Joseph McAllister (CRD# 7044509) is an Investment Advisor Representative working at Sterling Wealth Management, Inc. in Champaign, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sterling Wealth Management, Inc. Champaign, IL Sep 2021 - Current 1
Hantz Financial Services Ann Arbor, MI Nov 2018 - Jul 2021 2
Eastern Michigan University Ypsilanti, MI Sep 2017 - Aug 2019 1
Olive Garden Ann Arbor, MI Mar 2018 - Oct 2018 < 1
Domino's Pizza Ann Arbor, MI Aug 2017 - Feb 2018 < 1
Early College Alliance Ypsilanti, MI Sep 2014 - Sep 2017 3
Canton High School Canton, MI Sep 2013 - Apr 2017 3
A&w Bellville, MI Apr 2015 - Sep 2015 < 1
West Middle School Plymouth, MI Sep 2010 - Sep 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Joseph McAllister
Phone Number: 217-398-1900
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    496
    ACCOUNTS
  • Average Account Value
    $617,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CO, IL, MI, TX

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