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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • 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
Ursus Financial Group LLC 5 months, 2 weeks Jul 2018 - Present
Allstate Insurance Company 6 months, 2 weeks Jun 2018 - Present
LPL Financial LLC 4 years, 3 months Jan 2014 - Apr 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated 3 years, 3 months Oct 2010 - Jan 2014
Merrill Lynch, Pierce, Fenner & Smith Incorporatednew York, Ny 3 years, 3 months Oct 2010 - Jan 2014
Chase Investment Services Corp 5 years, 2 months Aug 2005 - Oct 2010

Designations & Memberships

  • Financial Services Institute
    Membership
    Financial Services Institute
    Founded in 2004, FSI is the only advocacy organization working on behalf of independent broker-dealers and independent financial advisors. Our vision is that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors affiliated with independent financial services firms. Our mission is to create a healthier regulatory environment for independent broker-dealers and their affiliated independent financial advisors through aggressive and effective advocacy, education, and public awareness. Our strategy supports our vision and mission through robust involvement in FINRA governance, constructive engagement in the regulatory process, and effective influence on the legislative process.

Articles and Answers

Insights by Jason Poff

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    Oct 15, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    1
  • as of date
    Oct 15, 2018
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