Lee Morris Mcpherson

Current Employers

Employment History

• 11/2007 → Present
  Allstate Insurance Co
  Northbrook, IL
• 02/2014 → Present
  Carolina Financial Consultant, Inc
  Vass, NC
• 12/2007 → Present
  Allstate Financial Services, Llc
  Lincoln, NE
• 08/2025 → Present
  Everlake Life Insurance
  Chapel Hill, NC
• 03/2026 → Present
  Allstate Financial Advisors, Llc
  Lincoln, NE

Previous Registrations

• 2006-01-10 → 2007-11-12
  Principal Securities, Inc.
  Raleigh, NC
• 2005-08-23 → 2005-12-05
  Charles Schwab & Co., Inc.
  Chapel Hill, NC
• 2002-08-13 → 2004-02-10
  Osaic Fs, Inc.
  Raleigh, NC

Other Businesses

RENTAL HOUSE POSITION: Owner NATURE: Rental property that is owned jointly with my spouse INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 507 Moss Pink Drive, Vass NC 28394, United States DESCRIPTION: I own the property jointly with my wife. We havea property manager EVERLAKE LIFE INSURANCE POSITION: agent NATURE: Life Insurance renewal commissions INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2025 ADDRESS: 112 Perkins Drive, Ste 600, Chapel Hill NC 27514, United States DESCRIPTION: service life insurance policies CAROLINA FINANCIAL CONSULTANTS, INC. POSITION: President NATURE: Purpose of business will be to be a pass through entity for taxation of income. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/13/2014 ADDRESS: 633 Planters Row, Whispering Pines NC 28327, United States DESCRIPTION: Purpose of business will be to be a pass through entity for taxation of income. RENTAL HOUSES POSITION: Owner NATURE: Rental properties 2112 Leon Drive Greenville, NC 27858 INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 507 Moss Pink Drive, Vass NC 28394, United States DESCRIPTION: I own rental properties. We have a property manager for each property

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-11
• S63 Uniform Securities Agent State Law Examination
  2001-07-06

Designations

Other Names

• Lee Morris Mcpherson
• Lee Mcpherson