Michael Farlow
Michael Farlow is a registered investment advisor at Allstate Financial Advisors, LLC, based in Jacksonville, FL, with 12 years of industry experience. Michael 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
11018 Old St Augustine Rd Ste 112, Jacksonville, FL, 32257-1023
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2023Other Business Activities
Michael is a partner at Blue Otter Boatworks, which produces custom small boats. He spends a few hours per week in the roles of promoter, designer, builder, and in business management.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
New England SecuritiesBroker
The O.N. Equity Sales CompanyBroker
Princor Financial Services CorporationBroker
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.