Mouzzam
Abbasi

Allstate Financial Advisors, LLC

CRD#4404261
Investment Advisor
in Houston, TX

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About this Advisor

Mouzzam Abbasi is a financial advisor based in Houston, Texas with a total of 1 year of industry experience. Abbasi is an employee of Allstate Financial Advisors, LLC. Over the course of their career, Abbasi has held roles at Transamerica Financial Advisors, Inc, Park Avenue Securities, Guardian Life Insurance, Aig Financial Network, Prudential Life Insurance Company, Transamerica Agency Network, Sequent Planning, LLC, Futurity First, U.S Small Business Administration, Allstate Insurance Company, Catapult Learning and Pruco Securities, LLC. Abbasi maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Allstate Financial Advisors, LLC is a financial advisory business operating out of Lincoln, NE. It has offices in 39 locations and a total of 335 employees. It has $29 million in total assets between its 139 accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Allstate Financial Advisors, Llc provides selection of other advisers. Fees for financial management largely depend on which services the firm provides the client. Fees charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

7915 Fm 1960 Rd W Ste 235
Houston, TX 77070-1175

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

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

335

TX Average: 226
Total Number of Accounts

139

TX Average: 7,467
Average Account Size

$205,173

TX Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Mouzzam Abbasi Work History

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

2022 - Present (2 years)

Allstate Insurance Company

2020 - 2022 (2 years)

U.S Small Business Administration

2018 - 2020 (2 years)

Sequent Planning, LLC

2018 - 2020 (2 years)

Futurity First

2017 - 2018 (1 year)

Transamerica Financial Advisors, Inc

2017 - 2018 (1 year)

Transamerica Agency Network

2014 - 2017 (3 years)

Park Avenue Securities, Guardian Life Insurance

2014 - 2014 (< 1 year)

Aig Financial Network

2014 - 2014 (< 1 year)

Catapult Learning

2012 - 2014 (2 years)

Prudential Life Insurance Company

2012 - 2014 (2 years)

Pruco Securities, LLC

*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 Mouzzam Abbasi 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

Kevin Taalman
Northbrook, IL
Tracey Hurst
St Johns, FL
Joseph Beranger
Ventura, CA
John Saulpaw
Saint George, UT
Shannon Wiatrek
Lincoln, NE
Thomas Caffrey
Hilton Head Island, SC
Annie Cronin
Daly City, CA
Joseph Mcdonough
Las Vegas, NV

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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