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James Beshara Nickley

Allstate Financial Services, LLC

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About James Beshara Nickley

James Nickley is a financial advisor with over 30 years of experience in the industry. James has a strong background in the financial services industry, having worked for a variety of firms including Triad Advisors, Inc., Keogler, Morgan & Company, Inc., Aegon USA Securities Inc. and Smith Barney Shearson Inc. James currently works with Allstate Financial Services, LLC. James has a wide range of experience in various financial services areas. James is registered in Florida, Georgia, South Carolina, and Texas. James is a licensed securities agent.

Firm Information

James Nickley 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 Nickley’s Registration & Firm History

FL

10/17/2003 - Present

Allstate Financial Services, LLC (MELBOURNE FL)

GA

07/02/1998 - 10/20/2003

TRIAD ADVISORS, INC. (ATLANTA GA)

NE

10/01/2003 - 10/02/2003

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

GA

04/22/1996 - 07/23/1998

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

IA

09/21/1993 - 04/01/1996

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

NY

08/26/1993 - 10/21/1993

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

FL

10/09/1991 - 08/11/1993

ANCHOR MANAGEMENT GROUP, INC. (MELBOURNE FL)

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Licenses & Designations

BC

Issued 12/27/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Beshara Nickley.
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