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Attee Arthur Williams

Allstate Financial Advisors, LLC
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Allstate Financial Advisors, LLC
Compensation
N/A
Firm Size
316 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

Location

515 Shiloh Springs Rd, Dayton, OH, 45415-3175

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Attee owns a rental property on England Ave in Dayton, OH, since 2016. He spends minimal time on this activity, which is not investment-related.

Employment History
Current Registrations
Allstate Financial Services, LLCBroker
October 2016 - Present · 9 yrs 4 mos
Allstate Financial Advisors, LLC
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - February 2016 · 3 yrs 4 mos
J.P. Morgan Securities LLC
October 2012 - February 2016 · 3 yrs 4 mos
Chase Investment Services CORP.
November 2010 - October 2012 · 1 yr 11 mos
Chase Investment Services CORP.Broker
October 2008 - October 2012 · 4 yrs
Natcity Investments, INC.Broker
August 2005 - December 2006 · 1 yr 4 mos
PFS Investments INC.Broker
February 2004 - December 2004 · 10 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.