Rea
Ptacin
Allstate Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Rea Ptacin is a financial advisor operating out of Durham, North Carolina who has 1 year of industry experience. Ptacin currently works for Allstate Financial Advisors, LLC. Over the course of their career, they have held roles at Lincoln Investment, Mccann School Of Business & Technology, 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. Ptacin has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Allstate Financial Advisors, LLC is a firm based in Lincoln, NE. The investment advisory business has offices in 39 locations and a total of 335 advisors. It controls $29 million in total assets among its 139 customer accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The business provides selection of other advisers. Fees for financial management usually are based on which service is offered. Fee types billed by Allstate Financial Advisors, LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$28,519,077
335
139
$205,173
Investment Advisory Services
- Selection of other advisers
Rea Ptacin Work History
Rea has been registered as a financial advisor for 1 years.*
Allstate Insurance Company
Prime Real Estate Rentals
Allstate Insurance Co
Principal Securities, Inc
Waddell & Reed Inc
Various Insurance Carriers For W&R Insurance Agencies
Lincoln Investment
Capital Analysts
Mifflinburg Bank & Trust Company
Aubrey Alexander Toyota
Mifflinburg Bank & Trust
Prime Real Estate Rentals, LLC
Prime Real Estate Rentals LLC
Mccann School Of Business & Technology
*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 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
Northbrook, IL
Virginia Beach, VA
Las Vegas, NV
Ventura, CA
Rockville, MD
Garland, TX
Daly City, CA
Saint George, UT
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
