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Gerald Ray Heiple

Allstate Financial Advisors, LLC

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About Gerald Ray Heiple

Gerald Heiple is an active financial advisor in the state of Georgia. Gerald has been in the financial industry since 1993 and is a registered representative with Allstate Financial Advisors, LLC. Gerald has a strong background in securities and investment products. Gerald is also an active artist in his spare time, and has been serving as a FINRA Arbitrator. Gerald is committed to providing clients with the highest level of service and expertise.

Firm Information

Gerald Heiple 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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Gerald Heiple’s Registration & Firm History

GA

08/29/2008 - Present

Allstate Financial Advisors, LLC (Atlanta GA)

GA

09/01/2005 - 07/11/2007

1717 CAPITAL MANAGEMENT COMPANY (ATLANTA GA)

IN

01/13/2005 - 08/11/2005

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

CA

07/09/1992 - 06/08/2004

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 03/02/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/28/2005

Series 24 - General Securities Principal Examination

BC

Issued 04/28/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/17/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gerald Ray Heiple. Review regulatory record here.
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