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William Todd Doran

Allstate Financial Advisors, LLC

Bedford, TX

CRD 4661387

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Employer firm

Allstate Financial Advisors, LLC CRD 109524

$142M regulatory AUM

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Allstate Financial Advisors, Llc

151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-24
  • TX RA
    APPROVED
    Since 2020-01-24

Branch Locations

Bedford, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Saybrus Equity Services, Inc Dallas TX 10/2016 12/2017
Saybrus Partners Hartford CT 10/2016 12/2017
Beacon Capital Management Dallas TX 07/2014 10/2016
Edward Jones St. Louis MO 01/2018 01/2020
Allstate Insurance Co Northbrook IL 01/2020 Present
Allstate Financial Services, Llc Lincoln NE 11/2019 Present
Allstate Financial Advisors, Llc Lincoln NE 01/2020 Present
  • 10/2016 → 12/2017
    Saybrus Equity Services, Inc
    Dallas, TX
  • 10/2016 → 12/2017
    Saybrus Partners
    Hartford, CT
  • 07/2014 → 10/2016
    Beacon Capital Management
    Dallas, TX
  • 01/2018 → 01/2020
    St. Louis, MO
  • 01/2020 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 11/2019 → Present
    Allstate Financial Services, Llc
    Lincoln, NE
  • 01/2020 → Present
    Lincoln, NE
Previous Registrations
  • 2018-01-31 → 2020-01-23
    Frisco, TX
  • 2013-05-01 → 2014-11-04
    Woodbury Financial Services, Inc.
    Fort Worth, TX
    Addison, TX
  • 2005-02-28 → 2005-07-28
    Chase Investment Services Corp.
    Plano, TX
  • 2003-07-15 → 2005-02-16
    Richardson, TX
Other Businesses

PRINCIPAL POSITION: Contractor NATURE: Recurring fees from policy INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2014 ADDRESS: 5025 Meridian Lane, Unit 3101, Addison TX 75001, United States DESCRIPTION: Service if needes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-29
  • S66 Uniform Combined State Law Examination
    2018-01-29
Other Names
  • William Todd Doran
  • William T Doran

View on SEC IAPD

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