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Barry Morris

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

13399 Smith Rd, Middleburg, OH, 44130-7810

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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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Employment History
Current Registrations
Allstate Financial Advisors, LLC
May 2017 - Present · 8 yrs 9 mos
Allstate Financial Services, LLCBroker
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Prudential Financial Planning Services
July 2016 - May 2017 · 10 mos
Pruco Securities, LLC.Broker
June 2015 - May 2017 · 1 yr 11 mos
Nylife Securities LLCBroker
February 2009 - May 2015 · 6 yrs 3 mos
Arbor Court Capital, LLCBroker
March 2008 - January 2009 · 10 mos
State Registrations3 states
OHTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.