Todd
Leary

Allstate Financial Advisors, LLC

CRD#6147631
Investment Advisor
in Covington, KY

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About this Advisor

Todd Leary is a financial advisor working in Covington, Kentucky, who has 1 year of industry experience. Leary currently works for Allstate Financial Advisors, LLC. Their career trajectory has included roles at Foresters Financial, Waddell And Reed, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Securian Financial, Northwestern Mutual Wealth Management Company and Allstate Insurance Company. Leary has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Allstate Financial Advisors, LLC is a financial advisory business that has its headquarters in Lincoln, NE. The investment advisory business has offices in 39 locations and a total of 335 people on staff. It controls $29 million in total assets between its 139 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. Allstate Financial Advisors, Llc offers selection of other advisers. Financial advisory fee schedules typically vary depending on the financial services. Fee types billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

1671 Park Rd Ste 10
Covington, KY 41011-2769

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

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

335

KY Average: 226
Total Number of Accounts

139

KY Average: 7,467
Average Account Size

$205,173

KY Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Todd Leary Work History

Todd has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Allstate Insurance Company

2021 - 2022 (1 year)

Northwestern Mutual Wealth Management Company

2020 - 2022 (2 years)

Northwestern Mutual Life Insurance Company

2020 - 2022 (2 years)

Northwestern Mutual Investment Services LLC

2018 - 2020 (2 years)

Securian Financial

2016 - 2018 (2 years)

Foresters Financial

2012 - 2016 (4 years)

Waddell And Reed

*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 Todd Leary 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

Thomas Caffrey
Hilton Head Island, SC
Tracey Hurst
St Johns, FL
Joseph Mcdonough
Las Vegas, NV
Robert Sorensen
Chico, CA
Jamaal Moore
Sugar Land, TX
Benjamin Alcid
Rockville, MD
Annie Cronin
Daly City, CA
John Saulpaw
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.

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