Derek
Dorris

Allstate Financial Advisors, LLC

CRD#5353008
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Derek Dorris is a financial advisor based in Oklahoma City, Oklahoma, working with Allstate Financial Advisors, LLC. Derek has previously held positions at Southern Nazarene University, Putnam City Schools, Vault Wealth Strategies, Yukon Public School, Integrity Oklahoma LLC, Ameriprise, Integrity Oklahoma-Broker, Doordash, Allstate Insurance Co, and Integrity Oklahoma. Derek has passed the Series 66, Series 65, and Series 63 regulatory exams and is registered to provide services in Oklahoma. Currently, Derek is part of Allstate Financial Advisors, LLC, which operates out of Oklahoma City, Oklahoma. 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, Series 65, Series 63

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

1900 Nw Expressway Ste 580
Oklahoma City, OK 73118-1805

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

OK Average: 226
Total Number of Accounts

189

OK Average: 7,467
Average Account Size

$328,756

OK Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Derek Dorris Work History

2024 - Present (0 year)

Doordash

2023 - Present (1 year)

Allstate Insurance Co

2017 - Present (7 years)

Integrity Oklahoma-Broker

2022 - 2023 (1 year)

Ameriprise

2021 - 2021 (< 1 year)

Integrity Oklahoma

2019 - 2022 (3 years)

Vault Wealth Strategies

2019 - 2021 (2 years)

Yukon Public School

2018 - 2019 (1 year)

Putnam City Schools

2018 - 2021 (3 years)

Integrity Oklahoma LLC

2012 - 2018 (6 years)

Southern Nazarene University

Disclosures

Please visit the SEC profile of Derek Dorris 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

Dana Wheeler
Lincoln, NE
Connor Vanderbrug
Elmhurst, IL
Joseph Volpi
Nashville, TN
Brian Streem
Debary, FL
Suzanne Nitzberg
Roslyn, NY
Matthew Walsh
Lincoln, NE
Travis Work
Omaha, NE
Patrick Hamilton
Mount Prospect, IL

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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