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Frank Ralph Perri

Allstate Financial Advisors, LLC

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About Frank Ralph Perri

Frank Ralph Perri is a financial professional with over 40 years of experience in the industry. Frank currently works for Allstate Financial Advisors, LLC and is registered in Arizona as both a Broker-Dealer and an Investment Advisor Representative. Prior to joining Allstate, Frank worked for Pruco Securities, LLC and The Prudential Insurance Company of America.

Firm Information

Frank Perri is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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.

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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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Third party advisory fees

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Frank Perri’s Registration & Firm History

AZ

03/22/2023 - Present

Allstate Financial Advisors, LLC (Chandler AZ)

NJ

02/15/1982 - 09/29/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

NJ

07/08/1970 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 04/26/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/19/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/25/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/17/1992

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/1970

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Frank Ralph Perri. Review regulatory record here.
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