Bonnie
Partin

Allstate Financial Advisors, LLC

CRD#5988801
Investment Advisor
in Birmingham, AL

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About this Advisor

Bonnie Partin is a financial advisor based in Birmingham, Alabama, working with Allstate Financial Advisors, LLC. Bonnie has previously held positions at World Financial Group, Inc, Pear LLC, Re Headquarters, Nsa, Nobius, Transamerica Financial Advisors, Inc, Peak Potentials, Moneytrax, and Allstate Insurance Co. Bonnie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama. Currently, Bonnie is part of Allstate Financial Advisors, LLC, which operates out of Birmingham, Alabama. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

2008 Old Montgomery Hwy
Birmingham, AL 35244-1658

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

AL Average: $1,978,216,465
Total Number of Employees

350

AL Average: 226
Total Number of Accounts

189

AL Average: 7,467
Average Account Size

$328,756

AL Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Bonnie Partin Work History

2020 - Present (4 years)

Allstate Insurance Co

2002 - Present (22 years)

Nobius

2015 - 2020 (5 years)

Moneytrax

2013 - 2020 (7 years)

Peak Potentials

2012 - 2020 (8 years)

Transamerica Financial Advisors, Inc

2011 - 2020 (9 years)

World Financial Group, Inc

2008 - 2020 (12 years)

Pear LLC

2008 - 2020 (12 years)

Re Headquarters

2002 - 2020 (18 years)

Nsa

Disclosures

Please visit the SEC profile of Bonnie Partin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allstate Financial Advisors, LLC

Jennifer Foust
Pleasanton, CA
Stephen Demaio
Bethpage, NY
Suzanne Nitzberg
Roslyn, NY
Ryan Paris
Englewood, CO
Kevin Klipp
Jacksonville, FL
Brian Streem
Debary, FL
Travis Work
Omaha, NE
Patrick Hamilton
Mount Prospect, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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