Broker-dealer Data Center
Allstate Financial Services LLC
A subsidiary of Allstate Insurance Co.
2920 S. 84th St.
Lincoln, NE 68506
Year founded: 1999
Year end: Dec. 31
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
|CEO||Wilford J Kavanaugh|
Recruitment & Staffing
|No. of reps||—||—||—|
|No. of producing reps||—||—||—|
|No. of reps producing $100K-$499K /year||—||—||—|
|Total revenues: Other||—||—||—|
|Total account assets||—||—||—|
|Total account assets: Other||—||—||—|
|Average assets per rep||—||—||—|
|Excess net capital||—||—||—|
|Total operating expenses||—||—||—|
|Number of active client accounts||—||—||—|
|Social Media & Mobile|
|Allows advisers to use social media||—|
|Social media sites allowed||—|
|Dedicated mobile application for advisers?||—|
|Primary purpose of mobile application||—|
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
Purchase the complete set of our independent broker-dealer data and profiles in an Excel spreadsheet.
For comments or suggestions about the BD Data Center, please contact us.
Disclaimer: All data and information is the property of InvestmentNews and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews. The data may only be used for internal business use such as to develop a mailing list but the data may not be resold, republished, redistributed, sublicensed or publicly displayed on a web site without the permission of InvestmentNews. All information contained within was obtained through InvestmentNews' annual independent B-D surveys.
Fred Barstein, founder of The Retirement Advisor University, explains why the old way of doing business is dead no matter what happens with the regulation.
Latest news & opinion
Some say the rule will clear up investor confusion, but others say the SEC didn't go far enough.
We sifted through the nearly 1,000-page proposal and picked out some of the most important points.
75-year-old owner Arthur Grant positions the IBD for the 'next 33 years.'
The proposed rule puts new restrictions on brokers, but it is still unclear how strongly the SEC is clamping down.
Commission says a lot of work ahead, public will have 90 days to comment.