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Fritz Vilton

Allstate Financial Advisors, LLC

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About Fritz Vilton

Fritz Vilton is an Investment Advisor Representative who has been in the financial industry since 2000. Fritz is currently registered with Allstate Financial Advisors, LLC in Brooklyn, NY. Fritz has previously held positions with a variety of other firms, including Transamerica Financial Advisors, Inc., NYLife Securities LLC, and Equity Services, Inc. Fritz has a broad range of experience in the financial industry, including investments, insurance, and financial planning. Fritz is committed to providing clients with personalized financial advice and guidance.

Firm Information

Fritz Vilton 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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other

Third party advisory fees

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Fritz Vilton’s Registration & Firm History

NY

11/09/2022 - Present

Allstate Financial Advisors, LLC (Brooklyn NY)

NY

05/29/2020 - 02/24/2021

TRANSAMERICA FINANCIAL ADVISORS, INC (NEW YORK NY)

NY

06/13/2017 - 08/17/2017

NYLIFE SECURITIES LLC (MELVILLE NY)

NY

07/29/2015 - 12/31/2015

EQUITY SERVICES, INC. (HAUPPAUGE NY)

NY

10/02/2014 - 12/23/2014

EQUITY SERVICES, INC. (NEW YORK NY)

NY

02/28/2013 - 08/07/2014

HORNOR, TOWNSEND & KENT, INC. (UNIONDALE NY)

NY

08/27/2009 - 03/14/2011

CONDATA FINANCIAL (NEW YORK NY)

NY

06/22/2006 - 07/15/2009

AXA ADVISORS, LLC (NEW YORK NY)

NY

03/31/2006 - 06/14/2006

J.H. DARBIE & CO., INC. (NEW YORK NY)

NY

02/03/2006 - 03/13/2006

CITICORP INVESTMENT SERVICES (BROOKLYN NY)

GA

12/17/2004 - 03/01/2005

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

GA

04/26/2004 - 09/22/2004

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

NE

09/21/2000 - 05/15/2001

NEBRASKA HUDSON COMPANY, INC. (OMAHA NE)

NY

04/21/1999 - 05/25/2000

DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)

NY

08/19/1999 - 11/17/1999

TARPON SCURRY INVESTMENTS, INC. (NEW YORK NY)

NY

10/28/1999 - 11/02/1999

JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)

FL

01/04/1999 - 03/19/1999

GSG SECURITIES, INC. (BOCA RATON FL)

CO

12/10/1998 - 01/04/1999

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

NY

04/01/1998 - 12/17/1998

MILLENNIUM SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/24/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fritz Vilton.
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