Charles
Forrest

Allstate Financial Advisors, LLC

CRD#1164410
Investment Advisor
in Charlotte, NC
Are you Charles Forrest? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Charles Forrest is an advisor located in Charlotte, North Carolina. Currently a registered advisor with Allstate Financial Advisors, LLC, they have accrued an impressive 37 years of work experience. Forrest holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Forrest is registered to work with investors in North Carolina. Throughout their career, they have worked at Waddell & Reed, Inc, Self-Employed/Owner, Allstate Insurance Co, Forrest Insurance and Sears Home Improvement Products. Allstate Financial Advisors, LLC is based out of Charlotte, North Carolina, and operates out of 36 brick-and-mortar locations across the nation. In total, Allstate Financial Advisors, LLC manages $38 million in assets throughout 158 accounts and retains more than 318 people. The firm's total assets under management places it among the smaller firms in the country. None of the advisor firm's 158 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Allstate Financial Advisors, LLC can provide selection of other advisers. The firm's fees may include other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

37 years

Services Offered

Selection of other advisers

Fee Structure

Others

Disclosures

No

Office Location

8929 J M Keynes Dr
Charlotte, NC 28262-8406

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$37,476,285

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

393

NC Average: 44
Total Number of Accounts

208

NC Average: 2,564
Average Account Size

$180,174

NC Average: $2,603,165

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Selection of other advisers

Charles Forrest Work History

Charles has 37 years of experience.

2012 - Present (7 years)

Allstate Insurance Co

2012 - 2012 (< 1 year)

Forrest Insurance

2011 - 2012 (1 year)

Sears Home Improvement Products

2001 - 2011 (10 years)

Waddell & Reed, Inc

1981 - 2012 (31 years)

Self-Employed/Owner

Disclosures

Charles Forrest has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started