Alice Huang Sundberg

Allstate Financial Advisors, LLC

17 Years of Experience

Broker

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

412 Village Dr Ste 100, Murphy, TX, 75094-4632

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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.

Other Business Activities

Alice owns a notary service since 2021, providing notary services to customers. This activity requires minimal time and is not investment-related.

Employment History

Current Registrations

Allstate Financial Advisors, LLC

November 2021 - Present · 4 yrs 3 mos

Allstate Financial Services, LLCBroker

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

August 2014 - April 2021 · 6 yrs 8 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

August 2014 - April 2021 · 6 yrs 8 mos

Charles Schwab & CO., INC.Broker

July 2013 - August 2014 · 1 yr 1 mo

Charles Schwab & CO., INC.

July 2013 - August 2014 · 1 yr 1 mo

Metlife Securities INC.

May 2008 - July 2013 · 5 yrs 2 mos

Metlife Securities INC.Broker

February 2008 - July 2013 · 5 yrs 5 mos

State Registrations3 states

CAFLTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.