David
Nell

Allstate Financial Advisors, LLC

CRD#5636277
Investment Advisor
in Spring, TX

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About this Advisor

David Nell is a financial advisor based in Spring, Texas, working with Allstate Financial Advisors, LLC. David has previously held positions at UBS Financial Services Inc, J.P. Morgan Securities LLC, Oppenheimer & Co. Inc, Farmers Insurance, Farmers Financial Solutions, Allstate Insurance Co, and Solidity Investments LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, David is part of Allstate Financial Advisors, LLC, which operates out of Spring, Texas. 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

25511 Buddle Rd Ste 1402
Spring, TX 77380-2093

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

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

350

TX Average: 226
Total Number of Accounts

189

TX Average: 7,467
Average Account Size

$328,756

TX Average: $264,928

Investment Advisory Services

  • Selection of other advisers

David Nell Work History

2024 - Present (0 year)

Solidity Investments LLC

2021 - Present (3 years)

Allstate Insurance Co

2019 - 2020 (1 year)

Farmers Financial Solutions

2018 - 2020 (2 years)

Farmers Insurance

2016 - 2018 (2 years)

Oppenheimer & Co. Inc

2014 - 2016 (2 years)

J.P. Morgan Securities LLC

2012 - 2014 (2 years)

Ubs Financial Services Inc

Disclosures

Please visit the SEC profile of David Nell 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

Mouzzam Abbasi
Houston, TX
Derrick Kelly
Algonquin, IL
Kevin Klipp
Jacksonville, FL
Matthew Walsh
Lincoln, NE
Suzanne Nitzberg
Roslyn, NY
Ryan Paris
Englewood, CO
Travis Work
Omaha, NE
Jennifer Foust
Pleasanton, CA

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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