CB
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Christopher Bezoni

13 Years of Experience
Avon, IN
3 DisclosuresBroker

Christopher Bezoni is a registered investment advisor at Allstate Financial Advisors, LLC, based in Avon, IN, with 13 years of industry experience. Christopher 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
N/A
Firm Size
336 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

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.

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Location

10746 E US Highway 36, Avon, IN, 46123-7982

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History

Regulatory History (3)
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Judgment / Lien
March 2025
Judgment / Lien
January 2023
Judgment / Lien
January 2022
Employment History
Current Registrations
Allstate Financial Advisors, LLC
June 2019 - Present · 6 yrs 11 mos
Allstate Financial Services, LLCBroker
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Edward Jones
October 2012 - October 2018 · 6 yrs
Edward JonesBroker
August 2012 - October 2018 · 6 yrs 2 mos
State Registrations3 states
ARINMO
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.