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David Lee Andes

Allstate Financial Services, LLC

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About David Lee Andes

David Andes is a financial professional who has been in the industry since December 13, 1999. David is currently registered with Allstate Financial Services, LLC in Bristol, Connecticut, and holds licenses in Connecticut and Illinois. David has experience working with State Farm VP Management Corp. in North Haven, Connecticut. David has earned the Series 6, 26, and 63 securities licenses as well as the SIE.

Firm Information

David Andes 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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David Andes’s Registration & Firm History

CT

12/15/2010 - Present

Allstate Financial Services, LLC (BRISTOL CT)

CT

02/10/1998 - 02/10/2009

STATE FARM VP MANAGEMENT CORP. (NORTH HAVEN CT)

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Licenses & Designations

BC

Issued 07/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lee Andes.
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