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Brian Lynn McQuoid

Allstate Financial Services, LLC

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About Brian Lynn McQuoid

Brian McQuoid is a financial professional with over 12 years of experience in the industry. Brian is registered with Allstate Financial Services, LLC and is currently licensed in Pennsylvania and New Jersey. Brian holds the Series 6 and Series 63 licenses and the SIE exam. Brian is located at the Allstate Financial Services, LLC branch office in Trevose, PA.

Firm Information

Brian McQuoid 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 McQuoid’s Registration & Firm History

PA

10/15/2013 - Present

Allstate Financial Services, LLC (Trevose PA)

PA

09/16/2010 - 05/14/2012

ALLSTATE FINANCIAL SERVICES, LLC (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 11/23/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Lynn McQuoid. Review regulatory record here.
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