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Attee Arthur Williams

Allstate Financial Advisors, LLC

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About Attee Arthur Williams

Attee Arthur Williams is a financial advisor with over 15 years of experience in the industry. Attee is currently registered with Allstate Financial Advisors, LLC, and has previously been affiliated with J.P. Morgan Securities LLC, Chase Investment Services Corp., NatCity Investments, Inc., and PFS Investments Inc. Attee holds a Series 6, 7, 63, and 65 license, as well as the SIE exam. Attee is also a registered representative with the state of Ohio. Attee has a specialization in retirement planning and provides services for individuals.

Firm Information

Attee Williams is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

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Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Third party advisory fees

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Attee Williams’s Registration & Firm History

OH

10/13/2016 - Present

Allstate Financial Advisors, LLC (Dayton OH)

OH

10/01/2012 - 02/16/2016

J.P. MORGAN SECURITIES LLC (DAYTON OH)

OH

10/01/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (DAYTON OH)

OH

08/15/2005 - 12/01/2006

NATCITY INVESTMENTS, INC. (DAYTON OH)

GA

02/26/2004 - 12/15/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 12/06/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2010

Series 7 - General Securities Representative Examination

BC

Issued 02/25/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Attee Arthur Williams.
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