Unclaimed
James Hollingsworth is a financial advisor with Allstate Financial Advisors, LLC. James has been in the financial services industry since 1993. He holds Series 6, 63 and 65 licenses and is registered to provide investment advice in Arizona, Colorado, Idaho, Montana, Texas, and Utah. James' firm primarily focuses on individuals, with approximately 62,134,830 in regulatory assets under management. James' previous employment includes Lincoln Financial Advisors Corporation and Securities America, Inc. The firm offers advisory services such as portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
UT
03/31/2009 - Present
Allstate Financial Advisors, LLC (Draper UT)
UT
11/07/2005 - 04/04/2007
SECURITIES AMERICA, INC. (MIDVALE UT)
IN
06/22/1993 - 11/16/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/22/1993 - 11/16/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 07/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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