James Mackellar, financial advisor Newbury Park CA

James Mackellar

CRD Number: 803007
Current Firm: Mackellar, James H.

James Mackellar (CRD# 803007) is an Investment Advisor Representative working at Mackellar, James H. in Newbury Park, CA and has over 30 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Current 15
Mackellar & Associates Thousand Oaks, CA Sep 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination May 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James H. Mackellar
Phone Number: 8054051981
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

CA

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