William Steele Swinford

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Allstate Insurance Co
  Northbrook, IL
• 06/1999 → Present
  Cll Enterprises, Inc
  Austin, TX
• 08/2018 → Present
  Allstate Financial Advisors, Llc
  Lincoln, NE
• 02/2015 → Present
  Allstate Financial Services, Llc
  Lincoln, NE

Previous Registrations

• 2015-02-10 → 2018-08-28
  Allstate Financial Advisors, Llc
  Austin, TX
• 2010-10-15 → 2014-10-02
  Pnc Managed Account Solutions, Inc.
  Houston, TX
  Houston, TX
• 2010-04-05 → 2010-10-15
  St Johns Wealth Management
  Mcallen, TX
• 2008-08-21 → 2010-03-12
  Bbva Compass Investment Solutions, Inc
  Mcallen, TX
  Mcallen, TX
  Weslaco, TX
  Hidalgo, TX
  Progreso, TX
  Mcallen, TX
  Mcallen, TX
  Mcallen, TX

Other Businesses

CLL ENTERPRISES INC POSITION: partner NATURE: real estate subdivision lot sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1999 ADDRESS: 15637 Ecorio Dr., Austin TX 78728, United States DESCRIPTION: pay bills, speak to contractors

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-29
• S63 Uniform Securities Agent State Law Examination
  1998-11-10

Other Names

• Bill Swinford
• Beau Swinford
• William Steele Swinford
• William Steele Swinford
• William Steele Swinford