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Donald Chad Wilson

Allstate Financial Services, LLC

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About Donald Chad Wilson

Donald Chad Wilson is a financial professional with over 20 years of experience in the industry. Currently registered with Allstate Financial Services, LLC, Donald's career has included positions with Edward Jones, Dean Witter Reynolds Inc, and Allstate Financial Services, LLC in various locations. Donald Wilson is a licensed securities professional holding Series 6, 7, and 63 licenses as well as the SIE exam. Donald's current office is located in Shreveport, Louisiana.

Firm Information

Donald Wilson 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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Donald Wilson’s Registration & Firm History

LA

03/28/2017 - Present

Allstate Financial Services, LLC (Shreveport LA)

NE

09/29/2000 - 08/22/2001

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

MO

01/19/2000 - 03/10/2000

EDWARD JONES (ST. LOUIS MO)

NY

05/14/1999 - 01/10/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 06/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Chad Wilson.
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