Jeffrey
Loperfido
Allstate Financial Advisors, LLC
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About this Advisor
Jeffrey Loperfido is a financial advisor working in Boca Raton, Florida with 2 years of relevant experience. Loperfido is currently employed by Allstate Financial Advisors, LLC. Throughout their career, Loperfido has worked at J.P. Morgan Securities LLC, Pruco Securities LLC, Prudential Insurance Company Of America, Allstate Insurance Company, Brookstone Capital Management, Bb&T Bank and Bb&T Investments. Loperfido maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Allstate Financial Advisors, LLC is an advisory business based in Lincoln, NE. The firm has offices in 39 locations and a total of 335 people on staff. It administers $29 million in assets under management across its 139 accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Allstate Financial Advisors, Llc provides selection of other advisers. A financial advisor's fee schedules usually are based on the type of financial services. Fee types charged by Allstate Financial Advisors, LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allstate Financial Advisors, LLC Brokerage Details
$28,519,077
335
139
$205,173
Investment Advisory Services
- Selection of other advisers
Jeffrey Loperfido Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Allstate Insurance Company
Pruco Securities LLC
Prudential Insurance Company Of America
Brookstone Capital Management
J.P. Morgan Securities LLC
Bb&T Bank
Bb&T Investments
*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 Jeffrey Loperfido 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
Glen Burnie, MD
Marietta, GA
Lincoln, NE
Garland, TX
Asheville, NC
Nashville, TN
Daly City, CA
Grayson, GA
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