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Overview

Services

Advisor Services

  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Allstate Financial Services 2 months, 3 weeks Jul 2017 - Present
Butler Financial Group LLC 2 months, 3 weeks Jul 2017 - Present
J.P. Morgan Securities 1 year, 6 months Jan 2016 - Jul 2017
Cantella and Co., Inc 3 years, 5 months Aug 2012 - Jan 2016
Met Life 2 years, 6 months Feb 2010 - Aug 2012
New England Financial 2 years, 6 months Feb 2010 - Aug 2012
Ameriprise Financial Services,Inc 10 months Mar 2009 - Jan 2010
CITIZENS FIRST NATIONAL BANK (Primevest Securities) 4 years Aug 2004 - Aug 2008

Designations & Memberships

  • National Association of Independent Retirement Plan Advisors
    Membership
    National Association of Independent Retirement Plan Advisors
    The National Association of Independent Retirement Plan Advisors (NAIRPA) is a leader in the transformation of the national retirement system to improve transparency, effectiveness, and governance.

Articles and Answers

Insights by Kimra Manion

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 20, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 20, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Allstate Financial Advisors, LLC

Last updated on May 19, 2017
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Other