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James Andrew Work

Allstate Financial Services, LLC

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About James Andrew Work

James Andrew Work has been in the financial industry for over 27 years. James has a strong background in securities and investments, having held positions at several prominent firms including A.G. Edwards & Sons, Inc., BANC One Securities Corporation and Dean Witter Reynolds Inc. He has a wide range of experience in the industry, including managing investments, providing financial advice and working with clients to develop customized investment strategies. James is currently registered with Allstate Financial Services, LLC and is licensed to conduct business in a number of states including California, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia.

Firm Information

James Work 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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James Work’s Registration & Firm History

WV

07/26/2005 - Present

Allstate Financial Services, LLC (MORGANTOWN WV)

MO

04/23/2004 - 07/18/2005

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

IL

09/28/1998 - 04/26/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

05/19/1995 - 09/23/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 10/06/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 05/18/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Andrew Work. Review regulatory record here.
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