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Allstate Financial Services, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

8,607

name start date
Tricia Louise Herte
March 2000
Sarah Jane Franke
January 2003
Michael Robert Valente
May 2010
Joi Sue Hanley
March 2000
Charles Edward Marion
December 2000

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Allstate Distributors, L.L.C. Broker-Dealer --
    Allstate Financial Advisors, LLC IAR $0

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Allen Ralph Reed Vice President/General Counsel September, 2009 less than 5%
      James Peter Oleksy Chief Compliance Officer January, 2008 less than 5%
      Mary Kris Nelson Chief Information Officer September, 2011 less than 5%
      Tonya Kay Montanez Assistant Secretary March, 2005 less than 5%
      Susan Lesueur Lees Secretary September, 2009 less than 5%
      Wilford James Kavanaugh Manager, Chairman Of The Board, And Chief Executive Officer December, 2012 less than 5%
      Maribel Velazquez Gerstner President, Chief Operating Officer, Manager April, 2010 less than 5%
      Todd D Brauch Assistant Secretary March, 2005 less than 5%
      Thomas Charles Bittner Executive Representative/Director Of Brokerage Operations,Fnop November, 2001 less than 5%
        Source: FINRA

        Fees

        There is no compensation data available to display at this time