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 with 6 years of industry experience. Caudill is currently employed by Allstate Financial Advisors, LLC. Caudill has gained experience at Bok Financial Securities, Inc, Bokf, Na, Allstate Insurance Company, The Caudill Agency, LLC, Casita Senior Living LLC, 5141 Georgia Place, LLC and Bank Of Albuquerque, N.A. Caudill maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is registered to advise clients in New Mexico. Allstate Financial Advisors, LLC is a financial advisory firm based in Lincoln, NE. The company has offices in 39 locations and a total of 335 financial advisors. It handles $29 million in assets under management among its 139 client accounts, making it one of the smaller firms in the country by assets under management. Allstate Financial Advisors, Llc offers selection of other advisers. Fees for financial advice vary depending on the type of services provided. Fees billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

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

$28,519,077

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

335

NM Average: 226
Total Number of Accounts

139

NM Average: 7,467
Average Account Size

$205,173

NM Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Vanessa Caudill Work History

Vanessa has been registered as a financial advisor for 6 years.*

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

*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 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

Shannon Smith
Lincoln, NE
Spencer Miller
Los Angeles, CA
Trish Le
San Francisco, CA
John Saulpaw
Saint George, UT
Avinash Daswani
Plainview, NY
William Doran
Bedford, TX
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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