Best Investors
Account
Sign in
Best Investors
Account
Sign in
151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-10-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Lawrence | KS | 04/2015 | 01/2017 |
| Allstate Insurance Co | Northbrook | IL | 03/2017 | Present |
| Carter Agency | Atchinson | KS | 03/2017 | Present |
| Allstate Financial Advisors Llc | Lincoln | NE | 04/2017 | Present |
| Allstate Financial Services Llc | Lincoln | NE | 03/2017 | Present |
TRAILING COMMISSIONS FROM EVERLAKE, LBL, WILTON RE AND THE STANDARD POSITION: Agent NATURE: Servicing Allstate legacy business or Everlake LBL, Wilton Re and the standard accounts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 108 N 6th, Atchison KS 66002, United States DESCRIPTION: Servicing Allstate legacy business customers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-05 |
Reach out to this advisor