Sean Wilson
Sean Wilson is a registered investment advisor at Allstate Financial Advisors, LLC, based in Somers Point, NJ, with 8 years of industry experience. Sean 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 Woodland Ave Ste 202, Somers Point, NJ, 08244-1774
Get directionsHistory
Regulatory History (3)
Financial
January 2024Financial
December 2023Financial
July 2023Other Business ActivitiesSells Insurance
Sean works as a caterer/server for GO Events and sells his personal sports card collection online, both activities requiring minimal time. Sean also receives trailing commissions as a licensed sales producer for American General Life Companies, selling disability and life insurance.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
State Registrations12 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.