Mohammed
Aoun

Allstate Financial Advisors, LLC

CRD#5506740
Investment Advisor
in Utica, MI

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About this Advisor

Mohammed Aoun is an investment advisor located in Utica, Michigan. Currently a registered investment advisor with Allstate Financial Advisors, LLC, Aoun has 10 years of practice as a registered investment advisor. Aoun holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Aoun can advise investors based out of Michigan. The advisor has gained experience at Wachovia Securities, New England Securities, Chase Investment Services Corp, Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Allstate Insurance Co, Pnc Bank and Pnc Investments. Allstate Financial Advisors, LLC is headquartered in Utica, Michigan, and has 36 additional brick-and-mortar locations across the United States. As an advisor firm, Allstate Financial Advisors, LLC manages $38 million in assets throughout 158 accounts and employs more than 318 people. The level of assets currently under the firm's management places it among the smaller financial advisory firms in the country. None of the firm's 158 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Allstate Financial Advisors, LLC provides selection of other advisers. The firm may charge clients other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Selection of other advisers

Fee Structure

Others

Disclosures

Yes

Office Location

55196 Van Dyke Ave
Utica, MI 48316-5302

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$37,476,285

MI Average: $6,674,516,078
Total Number of Employees

393

MI Average: 44
Total Number of Accounts

208

MI Average: 2,564
Average Account Size

$180,174

MI Average: $2,603,165

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Investment Advisory Services

  • Selection of other advisers

Mohammed Aoun Work History

Mohammed has 10 years of experience.

2016 - Present (4 years)

Allstate Insurance Co

2013 - 2016 (3 years)

Pnc Bank

2013 - 2016 (3 years)

Pnc Investments

2012 - 2013 (1 year)

J.P. Morgan Securities LLC

2009 - 2009 (< 1 year)

New England Securities

2009 - 2012 (3 years)

Chase Investment Services Corp

2009 - 2013 (4 years)

Jpmorgan Chase Bank Na

2008 - 2009 (1 year)

Wachovia Securities

Disclosures

Mohammed Aoun has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Allstate Financial Advisors, LLC

Joseph Beranger
Ventura, CA
Joseph Rosario
Northbrook, IL
Mohammed Aoun
Utica, MI
Scott Kishbaugh
San Ramon, CA
Robert Sorensen
Chico, CA
Fred Shearer
Wexford, PA
Michael Azzato
Staten Island, NY
Michael Suggs
Longview, TX

This content was compiled from the SEC and FINRA.

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