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 who works in Newtown, Pennsylvania with 3 years of industry experience. Kramer is on the advisory team at Allstate Financial Advisors, LLC. Over the course of their career, Kramer has held roles at Newtown Ath Club, Kramer Kirsh Insurance Group, Allstate Insurance Company, Market America, Neshaminy School District, Kfg Inc, Newtown Insurance Professionals, Council Rock School District and Advantage Auto Tags. Kramer maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to serve investors in Pennsylvania. Allstate Financial Advisors, LLC is a business that has its headquarters in Lincoln, NE. The company has offices in 39 locations and a total of 335 employees. It controls $29 million in assets under management across its 139 accounts, making it one of the smaller financial advisory firms in the country by assets under management. Allstate Financial Advisors, Llc provides selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

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

$28,519,077

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

335

PA Average: 226
Total Number of Accounts

139

PA Average: 7,467
Average Account Size

$205,173

PA Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Gregory Kramer Work History

Gregory has been registered as a financial advisor for 3 years.*

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

*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 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

Joseph Beranger
Ventura, CA
Nicholas Dickinson
Lexington, MI
Robert Sorensen
Chico, CA
Neetaben Patel
Grayson, GA
Leca Harris
Asheville, NC
Gerald Verdi
La Verne, CA
Annie Cronin
Daly City, CA
Shannon Wiatrek
Lincoln, NE

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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