TrueAdvisor
TrueAdvisor
AS
AS

Alice Huang Sundberg

Allstate Financial Advisors, LLC
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Allstate Financial Advisors, LLC
Compensation
N/A
Firm Size
316 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

Location

412 Village Dr Ste 100, Murphy, TX, 75094-4632

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alice owns a notary service since 2021, providing notary services to customers. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
November 2021 - Present · 4 yrs 3 mos
Allstate Financial Services, LLCBroker
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2014 - April 2021 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2014 - April 2021 · 6 yrs 8 mos
Charles Schwab & CO., INC.Broker
July 2013 - August 2014 · 1 yr 1 mo
Charles Schwab & CO., INC.
July 2013 - August 2014 · 1 yr 1 mo
Metlife Securities INC.
May 2008 - July 2013 · 5 yrs 2 mos
Metlife Securities INC.Broker
February 2008 - July 2013 · 5 yrs 5 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.