Gerald
Heiple

Allstate Financial Advisors, LLC

CRD#2247204
Investment Advisor
in Atlanta, GA

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About this Advisor

Gerald Heiple is a financial advisor based in Atlanta, Georgia, working with Allstate Financial Advisors, LLC. Gerald has previously held positions at Allstate Insurance Company, Allstate Financial Advisors, LLC, and J Heiple - Artist. Gerald has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Gerald is part of Allstate Financial Advisors, LLC, which operates out of Atlanta, Georgia. 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 66

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

3200 Windy Hill Rd Ste Ste 900
Atlanta, GA 30339-5640

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

GA Average: 226
Total Number of Accounts

189

GA Average: 7,467
Average Account Size

$328,756

GA Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Gerald Heiple Work History

2017 - Present (8 years)

J Heiple - Artist

2013 - Present (12 years)

J Heiple - Artist

2008 - Present (17 years)

Allstate Insurance Company

2008 - Present (17 years)

Allstate Financial Adivsors, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Gerald Heiple 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

Robert Burns
Falls Church, VA
Brian Streem
Debary, FL
James Makal
Bloomsburg, PA
Patrick Hamilton
Mount Prospect, IL
Mouzzam Abbasi
Houston, TX
Michael Khoury
Long Beach, CA
Travis Work
Omaha, NE
Peter Lopresti
Chester, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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