Gregory
Kramer

Allstate Financial Advisors, LLC

CRD#3075166
Investment Advisor
in Newtown, PA

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About this Advisor

Gregory Kramer is a financial advisor based in Newtown, Pennsylvania, working with Allstate Financial Advisors, LLC. Gregory has previously held positions at Newtown Ath Club, Kramer Kirsh Insurance Group, Allstate Insurance Company, Market America, Neshaminy School District, Kfg Inc, Advantage Auto Tags, Newtown Insurance Professionals, and Council Rock School District. Gregory has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Gregory is part of Allstate Financial Advisors, LLC, which operates out of Newtown, Pennsylvania. 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 66

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

130 S State St
Newtown, PA 18940-3526

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

PA Average: 226
Total Number of Accounts

189

PA Average: 7,467
Average Account Size

$328,756

PA Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Gregory Kramer Work History

2020 - Present (4 years)

Newtown Insurance Professionals

2019 - Present (5 years)

Advantage Auto Tags

2015 - Present (9 years)

Kramer Kirsh Insurance Group

2014 - Present (10 years)

Kfg Inc

2014 - Present (10 years)

Council Rock School District

2003 - Present (21 years)

Allstate Insurance Company

1996 - Present (28 years)

Newtown Ath Club

2009 - 2015 (6 years)

Market America

2003 - 2015 (12 years)

Neshaminy School District

Disclosures

Please visit the SEC profile of Gregory Kramer 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

Jennifer Foust
Pleasanton, CA
Stephen Demaio
Bethpage, NY
Matthew Walsh
Lincoln, NE
Ryan Paris
Englewood, CO
Kevin Klipp
Jacksonville, FL
Patrick Hamilton
Mount Prospect, IL
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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