Rose
Joyce

Allstate Financial Advisors, LLC

CRD#4509944
Investment Advisor
in Ocala, FL

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About this Advisor

Rose Joyce is a financial advisor based in Ocala, Florida, working with Allstate Financial Advisors, LLC. Rose has previously held positions at First Niagara, Lpl Financial, LLC, Citizens Securities, Inc, Valic Financial Advisors, Inc, Ameriprise Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Lpl Financial, First Horizon Advisors, E*Trade Securities LLC, E*Trade Capital Management LLC, Morgan Stanley, Raymond James & Associates, Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Empower Financial Services, Inc, and Allstate Insurance Co. Rose has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Rose is part of Allstate Financial Advisors, LLC, which operates out of Ocala, Florida. 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

Ocala, FL

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

FL Average: 226
Total Number of Accounts

189

FL Average: 7,467
Average Account Size

$328,756

FL Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Rose Joyce Work History

2024 - Present (0 year)

Allstate Insurance Co

2023 - 2023 (< 1 year)

Morgan Stanley

2023 - 2023 (< 1 year)

Raymond James & Associates, Inc

2023 - 2023 (< 1 year)

Raymond James Financial Services, Inc

2023 - 2023 (< 1 year)

Raymond James Financial Services Advisors, Inc

2023 - 2023 (< 1 year)

Empower Financial Services, Inc

2022 - 2023 (1 year)

E*Trade Securities LLC

2022 - 2023 (1 year)

E*Trade Capital Management LLC

2021 - 2021 (< 1 year)

First Horizon Advisors

2021 - 2022 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2022 (1 year)

Bank Of America, N.A

2019 - 2021 (2 years)

Ameriprise Financial Services, Inc

2019 - 2021 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2021 (2 years)

Bank Of America, N.A

2018 - 2019 (1 year)

Valic Financial Advisors, Inc

2017 - 2018 (1 year)

Citizens Securities, Inc

2016 - 2017 (1 year)

Lpl Financial, LLC

2013 - 2016 (3 years)

Lpl Financial

2006 - 2016 (10 years)

First Niagara

Disclosures

Please visit the SEC profile of Rose Joyce 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

Jennifer Foust
Pleasanton, CA
Trish Le
Burlingame, CA
Suzanne Nitzberg
Roslyn, NY
Matthew Walsh
Lincoln, NE
Joseph Volpi
Nashville, TN
Kevin Klipp
Jacksonville, 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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