Rea Ptacin
Rea Ptacin is a registered investment advisor at Allstate Financial Advisors, LLC, based in Chapel Hill, NC, with 12 years of industry experience. Rea 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
112 Perkins Dr Ste 600, Chapel Hill, NC, 27514-1787
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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.
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Rea owns and manages residential and vacation properties, focusing on short-term rentals and capital appreciation, since 2021. This activity takes about 10-20% of Rea's time.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Principal Securities, INC.
Principal Securities, INC.Broker
Waddell & ReedBroker
Waddell & Reed
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Papalia Financial Services INC.
M Holdings Securities, INC.Broker
State Registrations3 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.