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David Lee Downey

Allstate Financial Services, LLC

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About David Lee Downey

David Downey is a financial professional with over 15 years of experience in the industry. David is currently registered with Allstate Financial Services, LLC and holds Series 6, 63 and SIE licenses. David has previously worked at Northwestern Mutual Investment Services, LLC and has experience working in multiple states including Nebraska, Wisconsin and Pennsylvania.

Firm Information

David Downey 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 Downey’s Registration & Firm History

PA

10/08/2009 - Present

Allstate Financial Services, LLC (DILLSBURG PA)

NE

02/03/2003 - 05/09/2005

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

WI

07/26/2002 - 02/03/2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 10/19/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/2009

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 Downey.
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