Attee
Williams

Allstate Financial Advisors, LLC

CRD#4758607
Investment Advisor
in Dayton, OH

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About this Advisor

Attee Williams is a financial advisor based in Dayton, Ohio, working with Allstate Financial Advisors, LLC. Attee has previously held positions at Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Allstate Insurance Company, Everyday Financial, and Rental Property Owned. Attee has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Attee is part of Allstate Financial Advisors, LLC, which operates out of Dayton, Ohio. 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 65

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

515 Shiloh Springs Rd
Dayton, OH 45415-3175

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

OH Average: 226
Total Number of Accounts

189

OH Average: 7,467
Average Account Size

$328,756

OH Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Attee Williams Work History

2016 - Present (8 years)

Allstate Insurance Company

2016 - Present (8 years)

Everyday Financial

2016 - Present (8 years)

Rental Property Owned

2012 - 2016 (4 years)

J.P. Morgan Securities LLC

2008 - 2016 (8 years)

Jpmorgan Chase Bank Na

Disclosures

Please visit the SEC profile of Attee Williams 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

Robert Burns
Falls Church, VA
Diana Jansen
Denver, CO
Ryan Paris
Englewood, CO
Dana Wheeler
Lincoln, NE
Connor Vanderbrug
Elmhurst, IL
Mouzzam Abbasi
Houston, TX
Travis Work
Omaha, NE
Joseph Volpi
Nashville, TN

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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