Scott
Kishbaugh

Allstate Financial Advisors, LLC

CRD#5704419
Investment Advisor
in San Ramon, CA

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About this Advisor

Scott Kishbaugh is a financial advisor located in San Ramon, California. Currently a registered advisor at Allstate Financial Advisors, LLC, they have gathered 10 years of experience as a financial advisor. Kishbaugh has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Kishbaugh is registered to work with clients in California. Kishbaugh has gained experience at Axa Advisors, LLC, New England Securities, Park Avenue Securities LLC, Cambridge Investment Research, Inc and Allstate Insurance Co. Allstate Financial Advisors, LLC is located in San Ramon, California, and has 36 locations in the country. In aggregate, Allstate Financial Advisors, LLC manages $40 million in assets across 221 client accounts and retains more than 412 people. The firm's total assets under management places it among the smaller financial advisory firms in the nation. None of the investment firm's 221 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Allstate Financial Advisors, LLC can offer selection of other advisers. The firm's fees may include other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Selection of other advisers

Fee Structure

Others

Disclosures

Yes

Office Location

3150 Crow Canyon Pl Ste 140
San Ramon, CA 94583-1716

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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

Scott Kishbaugh Work History

Scott has 10 years of experience.

2018 - Present (2 years)

Allstate Insurance Co

2016 - 2018 (2 years)

Cambridge Investment Research, Inc

2013 - 2016 (3 years)

Park Avenue Securities LLC

2012 - 2013 (1 year)

New England Securities

2010 - 2012 (2 years)

Axa Advisors, LLC

Disclosures

Scott Kishbaugh has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Allstate Financial Advisors, LLC

Adrian Whitaker
Little Rock, AR
Michael Kneip
Litchfield Park, AZ
Fred Shearer
Wexford, PA
John Knight
Littleton, CO
Jeffrey White
El Dorado Hills, CA
Thomas Neal
Texarkana, TX
Timothy Fether
Buford, GA
Vanessa Caudill
Albuquerque, NM

This content was compiled from the SEC and FINRA.

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