Clinton
Ward

Allstate Financial Advisors, LLC

CRD#4520678
Investment Advisor
in Atlanta, GA

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About this Advisor

Clinton Ward is a financial advisor working out of Atlanta, Georgia who has 5 years of relevant experience. Ward currently works for Allstate Financial Advisors, LLC. Their career trajectory has included roles at Lincoln Financial Advisors, Allstate Insurance Company, Patriot Group LLC, Allstate Insurance Co, Patriot Group LLC/Westside Insurance Group, Allstate Financial Services and Capital Asset Advisory Services, LLC. Ward maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. Allstate Financial Advisors, LLC is a firm based in Lincoln, NE. It has offices in 39 locations and a total of 335 employees. It administers $29 million in assets among its 139 accounts, placing it among the smaller firms in the country by assets under management. The business provides selection of other advisers. A financial advisor's fee schedules usually are based on which services are provided. Fee types charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

1700 Northside Dr Ste C1
Atlanta, GA 30318-2696

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

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

335

GA Average: 226
Total Number of Accounts

139

GA Average: 7,467
Average Account Size

$205,173

GA Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Clinton Ward Work History

Clinton has been registered as a financial advisor for 5 years.*

2017 - Present (7 years)

Patriot Group LLC/Westside Insurance Group

2017 - Present (7 years)

Allstate Insurance Company

2017 - 2017 (< 1 year)

Allstate Financial Services

2017 - 2018 (1 year)

Capital Asset Advisory Services, LLC

2016 - 2017 (1 year)

Allstate Insurance Co

2016 - 2016 (< 1 year)

Capital Asset Advisory Services, LLC

2013 - 2016 (3 years)

Allstate Insurance Company

2013 - 2016 (3 years)

Patriot Group LLC

2007 - 2013 (6 years)

Lincoln Financial Advisors

*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 Clinton Ward 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

John Saulpaw
Saint George, UT
Melissa Shanhouse
Tyler, TX
Jamaal Moore
Sugar Land, TX
Trish Le
San Francisco, CA
Robert Sorensen
Chico, CA
Lester Norwood
Newport News, VA
Annie Cronin
Daly City, CA
Neetaben Patel
Grayson, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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