William
Whitworth

Allstate Financial Advisors, LLC

CRD#3097232
Investment Advisor
in Humble, TX

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About this Advisor

William Whitworth is a financial advisor based in Humble, Texas with 2 years of industry experience. Whitworth is an employee of Allstate Financial Advisors, LLC. Over the course of their career, they have held roles at Whitworth, Inc, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Inc, Allstate Insurance Company and Lpl Financial LLC. Whitworth maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Allstate Financial Advisors, LLC is a financial advisory company headquartered in Lincoln, NE. It has offices in 39 locations and a total of 335 people on staff. It has $29 million in total assets between its 139 customer accounts, placing it among the smaller firms in the nation by assets under management. The firm offers selection of other advisers. A financial advisor's fees typically vary depending on which services are provided. However, fees billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

9360 N Sam Houston Pkwy E Ste 250
Humble, TX 77396-5026

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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

William Whitworth Work History

William has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Allstate Insurance Company

1989 - Present (35 years)

Whitworth, Inc

2018 - 2021 (3 years)

Lpl Financial LLC

2011 - 2016 (5 years)

Waddell & Reed, Inc

2011 - 2016 (5 years)

Various Insurance Carriers For W&R Insurance Agencies, Inc

*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 William Whitworth 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

Lester Norwood
Newport News, VA
Thomas Caffrey
Hilton Head Island, SC
Joseph Mcdonough
Las Vegas, NV
Joseph Beranger
Ventura, CA
Shannon Wiatrek
Lincoln, NE
Kevin Taalman
Northbrook, IL
Annie Cronin
Daly City, CA
John Saulpaw
Saint George, UT

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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