Vanessa
Caudill

Allstate Financial Advisors, LLC

CRD#6449587
Investment Advisor
in Albuquerque, NM

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About this Advisor

Vanessa Caudill is a financial advisor based in Albuquerque, New Mexico, working with Allstate Financial Advisors, LLC. Vanessa has previously held positions at Bok Financial Securities, Inc, Bokf, Na, Allstate Insurance Company, The Caudill Agency, LLC, Casita Senior Living LLC, 5141 Georgia Place, LLC, Happy Feet Childcare Inc, and Bank Of Albuquerque, N.A. Vanessa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Mexico. Currently, Vanessa is part of Allstate Financial Advisors, LLC, which operates out of Albuquerque, New Mexico. 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 63, Series 66

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

1700 Juan Tabo Blvd Ne
Albuquerque, NM 87112-4402

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

NM Average: 226
Total Number of Accounts

189

NM Average: 7,467
Average Account Size

$328,756

NM Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Vanessa Caudill Work History

2023 - Present (1 year)

Happy Feet Childcare Inc

2021 - Present (3 years)

5141 Georgia Place, LLC

2019 - Present (5 years)

Casita Senior Living LLC

2017 - Present (7 years)

Allstate Insurance Company

2017 - Present (7 years)

The Caudill Agency, LLC

2015 - 2017 (2 years)

Bok Financial Securities, Inc

2015 - 2017 (2 years)

Bokf, Na

2010 - 2015 (5 years)

Bank Of Albuquerque, N.A

Disclosures

Please visit the SEC profile of Vanessa Caudill 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

Marlen Osadchy
Brooklyn, NY
Travis Work
Omaha, NE
Kevin Klipp
Jacksonville, FL
Brian Streem
Debary, FL
Richard Maciejewski
Woodridge, IL
Ryan Paris
Englewood, CO
Michael Khoury
Long Beach, CA
Louis Brueggen
Denver, CO

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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