Travis
Peterson

Allstate Financial Advisors, LLC

CRD#6138606
Investment Advisor
in Parker, CO

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About this Advisor

Travis Peterson is a financial advisor based in Parker, Colorado, working with Allstate Financial Advisors, LLC. Travis has previously held positions at Allstate Insurance Co, Ticket Sales, Pruco Securities, LLC, and Prudential Insurance Company Of America. Travis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Travis is part of Allstate Financial Advisors, LLC, which operates out of Parker, Colorado. 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

Parker, CO

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

CO Average: 226
Total Number of Accounts

189

CO Average: 7,467
Average Account Size

$328,756

CO Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Travis Peterson Work History

2022 - Present (2 years)

Allstate Insurance Co

2020 - 2022 (2 years)

Pruco Securities, LLC

2020 - 2022 (2 years)

Prudential Insurance Company Of America

2014 - 2020 (6 years)

Allstate Insurance Co

2014 - 2020 (6 years)

Ticket Sales

Disclosures

Please visit the SEC profile of Travis Peterson 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

Kevin Klipp
Jacksonville, FL
Trish Le
Burlingame, CA
Suzanne Nitzberg
Roslyn, NY
Ryan Paris
Englewood, CO
Joseph Volpi
Nashville, TN
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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