Sean Mcmullin
Sean Mcmullin is a registered investment advisor at Allstate Financial Advisors, LLC, based in San Bernardino, CA, with 23 years of industry experience. Sean 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
242 E Airport Dr Ste 203, San Bernardino, CA, 92408-3450
Get directionsHistory
Regulatory History (2)
Financial
April 2024Financial
March 2024Other Business ActivitiesSells Insurance
Sean owns and manages an Allstate Insurance agency, selling insurance products. This activity takes nearly all of Sean's time.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Services, LLCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.