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Curtis Andre James

Allstate Financial Advisors, LLC

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About Curtis Andre James

Curtis James is a financial advisor who has been working in the industry since 2007. Curtis James is registered with Allstate Financial Advisors, LLC in Texas and is licensed to provide investment advice. Curtis James holds multiple licenses, including Series 65, 66, 7, 24, and 4. Curtis James has previously worked for CHARLES SCHWAB & CO., INC., ALLSTATE FINANCIAL SERVICES, LLC, HD VEST INVESTMENT SERVICES, TD AMERITRADE, INC., and AMERITRADE, INC. Curtis James is experienced in providing investment advice and financial planning services to individuals. Curtis James is committed to helping clients reach their financial goals.

Firm Information

Curtis James 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

Helps you choose top advisors aligned with your 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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other

Third party advisory fees

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Curtis James’s Registration & Firm History

NE

04/05/2024 - Present

Allstate Financial Advisors, LLC (Lincoln NE)

TX

12/14/2021 - 08/28/2023

CHARLES SCHWAB & CO., INC. (Westlake TX)

TX

09/25/2015 - 12/01/2021

ALLSTATE FINANCIAL SERVICES, LLC (IRVING TX)

TX

10/09/2014 - 09/16/2015

HD VEST INVESTMENT SERVICES (Dallas TX)

TX

04/22/2006 - 02/08/2013

TD AMERITRADE, INC. (FORT WORTH TX)

TX

07/29/2005 - 04/22/2006

AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

IA

Issued 04/03/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/11/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2009

Series 24 - General Securities Principal Examination

BC

Issued 02/19/2009

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Curtis Andre James.
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