Robert
Sorensen

Allstate Financial Advisors, LLC

CRD#5910732
Investment Advisor
in Chico, CA

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About this Advisor

Robert Sorensen is an advisor located in Chico, California. Currently a registered investment advisor with Allstate Financial Advisors, LLC, they have accrued 11 years of professional experience in the financial advisory industry. Sorensen maintains Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Sorensen can operate based out of California. During their career, the advisor has held roles at Better Trades, Jp Morgan Chase Bank, Chase Investment Services Corp, Online Trading Academy, J.P. Morgan Securities LLC, Baby Proof, Tri Countries Bank, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Valic Financial Advisors, Inc, Stifel Nicolaus & Co Inc, Allstate Insurance Company and Bankers Life & Casualty. Allstate Financial Advisors, LLC is located in Chico, California, and has 36 additional locations in the country. In aggregate, Allstate Financial Advisors, LLC manages $38 million in assets covering 208 client accounts and employs more than 393 people. The firm's total assets under management places it among the smaller firms in the United States. None of the firm's 208 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Allstate Financial Advisors, LLC offers selection of other advisers. The firm may charge clients other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Selection of other advisers

Fee Structure

Others

Disclosures

No

Office Location

1925 Mangrover Ave
Chico, CA 95926-2339

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$37,476,285

CA Average: $6,674,516,078
Total Number of Employees

393

CA Average: 44
Total Number of Accounts

208

CA Average: 2,564
Average Account Size

$180,174

CA Average: $2,603,165

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Investment Advisory Services

  • Selection of other advisers

Robert Sorensen Work History

Robert has 12 years of experience.

2017 - Present (3 years)

Allstate Insurance Company

2017 - 2017 (< 1 year)

Stifel Nicolaus & Co Inc

2017 - 2017 (< 1 year)

Bankers Life & Casualty

2015 - 2017 (2 years)

Valic Financial Advisors, Inc

2014 - 2015 (1 year)

Northwestern Mutual Life Insurance Company

2014 - 2015 (1 year)

Northwestern Mutual Investment Services, LLC

2013 - 2014 (1 year)

Baby Proof

2013 - 2014 (1 year)

Tri Countries Bank

2012 - 2013 (1 year)

J.P. Morgan Securities LLC

2011 - 2012 (1 year)

Chase Investment Services Corp

2010 - 2013 (3 years)

Jp Morgan Chase Bank

2010 - 2010 (< 1 year)

Online Trading Academy

2010 - 2011 (1 year)

Jp Morgan Chase Bank

2008 - 2010 (2 years)

Better Trades

Disclosures

Robert Sorensen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Allstate Financial Advisors, LLC

Thomas Neal
Texarkana, TX
Alexander Forster
Stuart, FL
David Erb
Clinton, TN
Jay Dedeker
Ooltewah, TN
Ned Jacobson
Tacoma, WA
Stacia Dewitt
Little Rock, AR
Deborah Winfree
Palm Harbor, FL
Scott Kishbaugh
San Ramon, CA

This content was compiled from the SEC and FINRA.

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