Leo
Benson

Allstate Financial Advisors, LLC

CRD#2111169
Investment Advisor
in Richmond, VA

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About this Advisor

Leo Benson is a financial advisor operating out of Richmond, Virginia who has 6 years of industry experience. Benson is an advisor for Allstate Financial Advisors, LLC. Their career trajectory has included roles at Gradient Advisors, LLC, Latitude Advisors, LLC, Oneamerica Securities, Proequities, Inc, Allstate Insurance Company, Benson Insurance And Financial Services, Greater Southport Business Association, Futurity First and Benson Tax Advisory Group, Inc. Benson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Virginia. Allstate Financial Advisors, LLC is an advisory business based in Lincoln, NE. The investment advisory business has offices in 39 locations and a total of 335 financial advisors. It has $29 million in assets across its 139 client accounts, placing it among the smaller investment advisory firms in the United States by assets under management. The advisory firm provides selection of other advisers. Fees charged by financial advisors typically are based on the type of services. However, fee types charged by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

8012 Midlothian Tpk Ste 201
Richmond, VA 23235-5232

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

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

335

VA Average: 226
Total Number of Accounts

139

VA Average: 7,467
Average Account Size

$205,173

VA Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Leo Benson Work History

Leo has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Allstate Insurance Company

2017 - Present (7 years)

Benson Insurance And Financial Services

2012 - Present (12 years)

Benson Tax Advisory Group, Inc

2019 - 2019 (< 1 year)

Greater Southport Business Association

2015 - 2017 (2 years)

Proequities, Inc

2015 - 2015 (< 1 year)

Futurity First

2014 - 2014 (< 1 year)

Latitude Advisors, LLC

2014 - 2015 (1 year)

Oneamerica Securities

2012 - 2013 (1 year)

Gradient Advisors, 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 Leo Benson 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
Melissa Shanhouse
Tyler, TX
Joseph Mcdonough
Las Vegas, NV
Trish Le
San Francisco, CA
Kevin Taalman
Northbrook, IL
Thomas Caffrey
Hilton Head Island, SC
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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