James
Held
Allstate Financial Advisors, LLC
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About this Advisor
James Held is a financial advisor based out of Lake Orion, Michigan, who has 6 years of relevant experience. Held is on the advisory team at Allstate Financial Advisors, LLC. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Core Partners, LLC, Bank Of America, N.A, Credit Union Solutions Group, Cuso and Allstate Insurance Company. Held has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Allstate Financial Advisors, LLC is a business operating out of Lincoln, NE. It has offices in 39 locations and a total of 335 employees. It administers $29 million in total assets across its 139 accounts, making it one of the smaller firms in the United States by assets under management. The advisory firm offers selection of other advisers. Financial management fees typically are based on the type of services. However, fees billed by Allstate Financial Advisors, LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allstate Financial Advisors, LLC Brokerage Details
$28,519,077
335
139
$205,173
Investment Advisory Services
- Selection of other advisers
James Held Work History
James has been registered as a financial advisor for 6 years.*
Allstate Insurance Company
Credit Union Solutions Group, Cuso
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Core Partners, LLC
*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 James Held 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
Hilton Head Island, SC
Tyler, TX
Chico, CA
Northbrook, IL
Rockville, MD
St Johns, FL
Daly City, CA
Lincoln, NE
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