Trevor Litherland
Trevor Litherland is a ChFC-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Chicago, IL, with 44 years of industry experience. Trevor 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
8770 W Bryn Mawr Ave Unit 1300, Chicago, IL, 60631-3557
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2012Customer Dispute
November 2007Regulatory
July 2004Employment Separation After Allegations
July 2003Other Business Activities
Trevor serves as an election judge for the Will County Clerks Office, assisting voters and ensuring proper vote tallying. This activity requires minimal time commitment, averaging about one hour per month.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations4 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.