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Everett A Echavez

Allstate Financial Services, LLC

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About Everett A Echavez

Everett Echavez is a financial professional with over 20 years of experience in the financial services industry. Everett is currently registered with Allstate Financial Services, LLC and holds Series 6, 63 and SIE licenses. Everett is a licensed representative in Alabama, California, and Wisconsin. Prior to joining Allstate Financial Services, LLC, Everett has held positions with Park Avenue Securities LLC, MML Investors Services, LLC, SagePoint Financial, Inc. and SunAmerica Securities, Inc.

Firm Information

Everett Echavez 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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Everett Echavez’s Registration & Firm History

CA

05/22/2019 - Present

Allstate Financial Services, LLC (Torrance CA)

CA

07/12/2013 - 06/09/2017

PARK AVENUE SECURITIES LLC (GARDENA CA)

CA

12/01/2011 - 06/14/2013

MML INVESTORS SERVICES, LLC (WOODLAND HILLS CA)

CA

10/31/2005 - 11/18/2011

SAGEPOINT FINANCIAL, INC. (SOUTH PASADENA CA)

AZ

01/19/2000 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BC

Issued 03/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Everett A Echavez.
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