William
Madden

Allstate Financial Advisors, LLC

CRD#4018627
Investment Advisor
in Berkeley Heights, NJ

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About this Advisor

William Madden is a certified financial planner based in Berkeley Heights, New Jersey who has 8 years of industry experience. Madden is an advisor for Allstate Financial Advisors, LLC. Over the course of their career, they have held roles at Penn Mutual, Guardian Life Insurance Co Of America, Park Avenue Securities LLC, Allstate Insurance Co and First Tee Of Raritan Valley. Madden holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Allstate Financial Advisors, LLC is a company that has its headquarters in Lincoln, NE. The firm has offices in 39 locations and a total of 335 people on staff. It administers $29 million in total assets across its 139 client accounts, placing it among the smaller financial advisory firms in the country by assets under management. The advisory firm offers selection of other advisers. A financial advisor's fees typically 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

302 Springfield Ave
Berkeley Heights, NJ 07922-1240

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

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

335

NJ Average: 226
Total Number of Accounts

139

NJ Average: 7,467
Average Account Size

$205,173

NJ Average: $264,928

Investment Advisory Services

  • Selection of other advisers

William Madden Work History

William has been registered as a financial advisor for 8 years.*

2018 - Present (6 years)

First Tee Of Raritan Valley

2015 - Present (9 years)

Allstate Insurance Co

2012 - 2015 (3 years)

Guardian Life Insurance Co Of America

2012 - 2015 (3 years)

Park Avenue Securities LLC

2005 - 2015 (10 years)

Penn Mutual

*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 William Madden 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

Lester Norwood
Newport News, VA
Charles Powell
Virginia Beach, VA
Robert Sorensen
Chico, CA
Joseph Beranger
Ventura, CA
Trish Le
San Francisco, CA
Thomas Caffrey
Hilton Head Island, SC
Annie Cronin
Daly City, CA
Joseph Mcdonough
Las Vegas, NV

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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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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