Gerald Heiple
Gerald Heiple is a registered investment advisor at Allstate Financial Advisors, LLC, based in Atlanta, GA, with 32 years of industry experience. Gerald 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
3200 Windy Hill Rd Ste Ste 900, Atlanta, GA, 30339-5640
Get directionsHistory
Regulatory History (1)
Regulatory
March 1993Other Business Activities
Gerald is an artist, creating paintings and drawings in his leisure time, and occasionally displaying them for sale. He also serves as a FINRA arbitrator, assisting in resolving securities-related disputes, dedicating minimal time to this role.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
1717 Capital Management Company
1717 Capital Management CompanyBroker
Jefferson Pilot Securities CorporationBroker
Foresters Equity Services, INC.Broker
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.