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 in Chico, California. Currently an investment advisor with Allstate Financial Advisors, LLC, they have accrued 10 years of work experience. Sorensen maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Sorensen can act as an advisor in California. Over the course of their career, Sorensen has held roles at Jp Morgan Chase Bank, Chase Investment Services Corp, 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 based out of Chico, California, and has 36 additional brick-and-mortar locations throughout the country. In aggregate, Allstate Financial Advisors, LLC oversees $40 million in assets covering 221 client accounts and employs more than 412 people. The level of assets currently under the firm's management makes it one of the smaller investment advisory firms in the United States. None of the investment firm's 221 clients are regarded as high-net-worth individuals, who are defined as investors who have more 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

10 years

Services Offered

Selection of other advisers

Fee Structure

Others

Disclosures

Yes

Office Location

1925 Mangrover Ave
Chico, CA 95926-2339

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$39,988,233

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

412

CA Average: 226
Total Number of Accounts

221

CA Average: 7,467
Average Account Size

$180,942

CA Average: $264,928

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Investment Advisory Services

  • Selection of other advisers

Robert Sorensen Work History

Robert has 10 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 - 2011 (1 year)

Jp Morgan Chase Bank

Disclosures

Robert Sorensen has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Allstate Financial Advisors, LLC

Shelly Malone-Howe
Rialto, CA
Ned Jacobson
Tacoma, WA
Thomas Neal
Texarkana, TX
David Mclaughlin
Strongsville, OH
Herbert Brinskelle
Raleigh, NC
Landon Eldredge
Cedar City, UT
Adrian Whitaker
Little Rock, AR
Donzie Ford
North Las Vegas, NV

This content was compiled from the SEC and FINRA.

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