Derrick
Kelly

Allstate Financial Advisors, LLC

CRD#6291318
Investment Advisor
in Algonquin, IL

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About this Advisor

Derrick Kelly is a financial advisor operating out of Algonquin, Illinois, with 5 years of industry experience. Kelly works at Allstate Financial Advisors, LLC. During their career, Kelly has held roles at Ihop, Lpl Financial LLC, Fedex, Shoeless Joes, Bankers Life & Casualty, Bankers Life Securities Inc and Allstate Insurance Company. Kelly holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Allstate Financial Advisors, LLC is a firm that has its headquarters in Lincoln, NE. The firm has offices in 39 locations and a total of 335 advisors. It manages $29 million in assets under management across its 139 client accounts, making it one of the smaller firms in the nation by assets under management. Allstate Financial Advisors, Llc provides selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. Fees billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

2725 W Algonquin Rd
Algonquin, IL 60102-9400

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

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

335

IL Average: 226
Total Number of Accounts

139

IL Average: 7,467
Average Account Size

$205,173

IL Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Derrick Kelly Work History

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

2018 - Present (6 years)

Allstate Insurance Company

2017 - 2018 (1 year)

Bankers Life & Casualty

2017 - 2018 (1 year)

Bankers Life Securities Inc

2016 - 2017 (1 year)

Shoeless Joes

2015 - 2016 (1 year)

Fedex

2014 - 2017 (3 years)

Lpl Financial LLC

2011 - 2014 (3 years)

Ihop

*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 Derrick Kelly 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 Sorensen
Chico, CA
Melissa Shanhouse
Tyler, TX
Joseph Mcdonough
Las Vegas, NV
Trish Le
San Francisco, CA
Kevin Taalman
Northbrook, IL
Thomas Caffrey
Hilton Head Island, SC
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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