Matthew
Partin

Allstate Financial Advisors, LLC

CRD#5990281
Investment Advisor
in Birmingham, AL

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About this Advisor

Matthew Partin is a financial advisor based in Birmingham, Alabama, with a total of 3 years of relevant experience. Partin currently works for Allstate Financial Advisors, LLC. Partin has gained experience at World Financial Group, Inc, Golden Goose LLC, Transamerica Financial Advisors, Inc, Staffing Options Inc, Marketstar, Gastrohealth, Allstate Insurance Co and Matthew Partin, (Myself, Individual). Partin maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Alabama. Allstate Financial Advisors, LLC is a financial advisory company that has its headquarters in Lincoln, NE. The investment advisory business has offices in 39 locations and a total of 335 employees. It administers $29 million in total assets between its 139 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. The firm offers selection of other advisers. Financial advisory fees typically depend on the type of financial services offered. Fee types charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

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

$28,519,077

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

335

AL Average: 226
Total Number of Accounts

139

AL Average: 7,467
Average Account Size

$205,173

AL Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Matthew Partin Work History

Matthew has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Matthew Partin, (Myself, Individual)

2020 - Present (4 years)

Allstate Insurance Co

2017 - 2017 (< 1 year)

Marketstar

2017 - 2020 (3 years)

Gastrohealth

2017 - 2020 (3 years)

Gastrohealth

2013 - 2020 (7 years)

Staffing Options Inc

2012 - 2017 (5 years)

Transamerica Financial Advisors, Inc

2011 - 2017 (6 years)

World Financial Group, Inc

2008 - 2020 (12 years)

Golden Goose LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew 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

Lester Norwood
Newport News, VA
Avinash Daswani
Plainview, NY
John Saulpaw
Saint George, UT
Robert Sorensen
Chico, CA
Kevin Taalman
Northbrook, IL
Benjamin Alcid
Rockville, MD
Annie Cronin
Daly City, CA
Shannon Wiatrek
Lincoln, NE

The content in this profile was updated by SmartAsset on 4/16/2023. 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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