Lynn Houten is a CFP-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Tucson, AZ, with 32 years of industry experience. Lynn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 397 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees represent maximum rates across available programs (Fund Strategist Portfolios and Unified Managed Accounts). Investment advisory representatives are permitted to negotiate a reduction in the advisory fee.
Fee Estimator
Location
2719 N Campbell Ave, Tucson, AZ, 85719-3108
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Symetra Investment Services, INC.Broker
Symetra Investment Services, INC.
Capital Brokerage CorporationBroker
Freedom Cove Wealth Advisors LLC
Wm Financial Services, INC.Broker
Elliott Cove Capital Management
U.S. Bancorp Investments, INC.Broker
Essex National Securities, INC.Broker
State Registrations7 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.
Exams
More Advisors
- Michael FranzenAllstate Financial Advisors, LLC
- Daniel Cossette, CFPCambridge Financial Group, LLC
- Anthony Warren, CFPWells Fargo Advisors
- Bruce Ward, CFPMeridian Wealth Management, LLC
- James Miller, ChFCState Farm Investment Management CORP.
- Kim Ohler, CFPRaymond James & Associates, INC.