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Brian Lamar Blum

Allstate Financial Services, LLC

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About Brian Lamar Blum

Brian Lamar Blum is a financial professional registered with the state of Ohio. Brian is a Series 6 and Series 63 licensed individual, as well as having passed the Securities Industry Essentials Exam (SIE). Brian has been in the financial services industry since June 20, 2006 and is currently registered with Allstate Financial Services, LLC, where Brian is located in the Chagrin Falls office.

Firm Information

Brian Blum is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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.

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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Brian Blum’s Registration & Firm History

OH

06/20/2006 - Present

Allstate Financial Services, LLC (Chagrin Falls OH)

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Licenses & Designations

BC

Issued 03/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Lamar Blum.
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