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James Eric Wilson

Allstate Financial Services, LLC

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About James Eric Wilson

James Eric Wilson is a financial advisor with Allstate Financial Services, LLC. James has been in the industry since 2020 and is registered in Alabama and New Mexico. James is also Series 63, Series 6TO, and SIE licensed.

Firm Information

James Wilson 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 Wilson’s Registration & Firm History

NM

07/24/2020 - Present

Allstate Financial Services, LLC (Rio Rancho NM)

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Licenses & Designations

BC

Issued 08/27/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Eric Wilson.
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