John Vasu
John Vasu is a registered investment advisor at Allstate Financial Advisors, LLC, based in Mount Dora, FL, with 35 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
4280 N Hwy 19A Ste 9, Mount Dora, FL, 32757-2220
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2021Customer Dispute
August 2011Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Allstate Financial Services, LLCBroker
Saybrus Equity Services, INCBroker
Allstate Financial Services, LLCBroker
M Holdings Securities, INC.Broker
AXA Advisors, LLCBroker
New England SecuritiesBroker
Pruco Securities, LLC.Broker
Nylife Securities INC.Broker
State Farm Vp Management CORP.Broker
Conseco Equity Sales, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Historic Square Equities, IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.