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James Ray Peterson

Allstate Financial Services, LLC

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About James Ray Peterson

James Peterson is a financial professional with over 15 years of experience in the industry. James is currently registered with Allstate Financial Services, LLC in Louisiana and holds Series 6 and SIE licenses. James's previous experience includes working for Southern Farm Bureau Fund Distributor, Inc. in Mississippi.

Firm Information

James Peterson 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 Peterson’s Registration & Firm History

LA

06/19/2012 - Present

Allstate Financial Services, LLC (ZACHARY LA)

MS

03/12/2002 - 01/10/2007

SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Ray Peterson.
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