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Donald Gambridge

Allstate Financial Services, LLC

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About Donald Gambridge

Donald Gambridge is a financial professional with over 40 years of experience in the industry. Donald is currently registered with Allstate Financial Services, LLC, and has been with the firm since 2017. Prior to that, Donald was employed by State Farm VP Management Corp., Phoenix Equity Planning Corporation, and Walnut Street Securities, Inc. Donald is a licensed securities representative in Pennsylvania, and holds a variety of securities licenses, including Series 7, 24, 26, 63, and 66. Donald specializes in financial planning, insurance, and investment management.

Firm Information

Donald Gambridge 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 Gambridge’s Registration & Firm History

PA

12/22/2021 - Present

Allstate Financial Services, LLC (Bloomsburg PA)

IL

03/27/2018 - 10/18/2021

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

PA

03/23/2017 - 04/13/2018

ALLSTATE FINANCIAL SERVICES, LLC (Pittsburgh PA)

PA

04/09/2009 - 12/31/2016

STATE FARM VP MANAGEMENT CORP. (SEWICKLEY PA)

CT

04/03/2007 - 01/07/2009

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

CA

04/26/1999 - 05/03/2007

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MA

08/31/2004 - 03/12/2007

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

08/31/2004 - 03/12/2007

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

08/31/2004 - 03/12/2007

NEW ENGLAND SECURITIES (NEW YORK NY)

OH

10/20/1994 - 04/29/1999

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

CA

11/14/1988 - 10/25/1994

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NA

01/31/1986 - 11/22/1988

TRAVELERS EQUITIES SALES, INC.

NA

04/29/1982 - 01/13/1986

ALLEGHENY INVESTMENTS, LTD.

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Licenses & Designations

BC

Issued 05/24/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 02/20/2002

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Gambridge.
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