Carlos
Coutinhomaia

Allstate Financial Advisors, LLC

CRD#7176961
Investment Advisor
in Harvard, IL

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About this Advisor

Carlos Coutinhomaia is a financial advisor based in Harvard, Illinois, working with Allstate Financial Advisors, LLC. Carlos has previously held positions at Frarom, Edward Jones, Carambola Gelato And Coffee Shop LLC, New York Life Insurance Company, Pruco Securities, LLC, Prudential Insurance Company Of America, Equitable Advisors, LLC, Equitable Advisors, Jp Morgan Chase Bank, N.A, Jp Morgan Securities, LLC, and Allstate Financial Services, LLC. Carlos has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Carlos is part of Allstate Financial Advisors, LLC, which operates out of Harvard, Illinois. 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 66

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

107 E Sumner St Ste 1
Harvard, IL 60033-2840

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

IL Average: 226
Total Number of Accounts

189

IL Average: 7,467
Average Account Size

$328,756

IL Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Carlos Coutinhomaia Work History

2023 - Present (2 years)

Allstate Financial Services, LLC

2022 - 2023 (1 year)

Jp Morgan Chase Bank, N.A

2022 - 2023 (1 year)

Jp Morgan Securities, LLC

2021 - 2022 (1 year)

Equitable Advisors, LLC

2021 - 2022 (1 year)

Equitable Advisors

2020 - 2021 (1 year)

Pruco Securities, LLC

2020 - 2021 (1 year)

Prudential Insurance Company Of America

2019 - 2020 (1 year)

Edward Jones

2019 - 2020 (1 year)

Edward Jones

2017 - 2019 (2 years)

Carambola Gelato And Coffee Shop LLC

2016 - 2017 (1 year)

New York Life Insurance Company

2005 - 2016 (11 years)

Frarom

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Disclosures

Please visit the SEC profile of Carlos Coutinhomaia 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

Dana Wheeler
Lincoln, NE
Mouzzam Abbasi
Houston, TX
Suzanne Nitzberg
Roslyn, NY
James Makal
Bloomsburg, PA
Donald Jankowski
Venice, FL
Robert Burns
Falls Church, VA
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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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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