Rea
Ptacin

Allstate Financial Advisors, LLC

CRD#4452708
Investment Advisor
in Chapel Hill, NC

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About this Advisor

Rea Ptacin is a financial advisor based in Chapel Hill, North Carolina, working with Allstate Financial Advisors, LLC. Rea has previously held positions at Lincoln Investment, Mifflinburg Bank & Trust Company, Aubrey Alexander Toyota, Prime Real Estate Rentals LLC, Waddell & Reed Inc, Capital Analysts, Various Insurance Carriers For W&R Insurance Agencies, Mifflinburg Bank & Trust, Principal Securities, Inc, Allstate Insurance Co, Prime Real Estate Rentals, LLC, Allstate Insurance Company, and Prime Real Estate Rentals. Rea has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Rea is part of Allstate Financial Advisors, LLC, which operates out of Chapel Hill, North Carolina. 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 66

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

112 Perkins Dr Ste 600
Chapel Hill, NC 27514-1787

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

NC Average: 226
Total Number of Accounts

189

NC Average: 7,467
Average Account Size

$328,756

NC Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Rea Ptacin Work History

2021 - Present (3 years)

Allstate Insurance Company

2019 - 2020 (1 year)

Allstate Insurance Co

2017 - 2019 (2 years)

Principal Securities, Inc

2016 - 2017 (1 year)

Waddell & Reed Inc

2016 - 2017 (1 year)

Various Insurance Carriers For W&R Insurance Agencies

2015 - 2016 (1 year)

Lincoln Investment

2015 - 2016 (1 year)

Capital Analysts

2015 - 2023 (8 years)

Prime Real Estate Rentals

2014 - 2016 (2 years)

Mifflinburg Bank & Trust Company

2014 - 2014 (< 1 year)

Aubrey Alexander Toyota

2014 - 2016 (2 years)

Mifflinburg Bank & Trust

2014 - 2021 (7 years)

Prime Real Estate Rentals, LLC

2013 - 2017 (4 years)

Prime Real Estate Rentals LLC

Disclosures

Please visit the SEC profile of Rea Ptacin 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

Stephen Demaio
Bethpage, NY
Marlen Osadchy
Brooklyn, NY
Peter Lopresti
Chester, NY
Brian Streem
Debary, FL
Trish Le
Burlingame, CA
Kevin Klipp
Jacksonville, FL
Travis Work
Omaha, NE
Jennifer Foust
Pleasanton, CA

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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