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James Thomas North

Allstate Financial Advisors, LLC

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About James Thomas North

James North is a financial advisor with Allstate Financial Advisors, LLC. James has been in the industry since 2016 and has been with Allstate Financial Advisors, LLC since 2022. James is licensed to provide financial advice in Arizona, California, Colorado, Florida, Texas, and Utah. Before joining Allstate Financial Advisors, LLC, James worked for ONEAMERICA SECURITIES, INC. and PRUCO SECURITIES CORPORATION. James holds the Series 6, 7, 63, 66, and SIE licenses. James specializes in providing financial advice to individuals.

Firm Information

James North is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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.

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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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other

Third party advisory fees

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James North’s Registration & Firm History

AZ

09/15/2022 - Present

Allstate Financial Advisors, LLC (Mesa AZ)

AZ

06/16/2021 - 02/24/2022

ONEAMERICA SECURITIES, INC. (Gilbert AZ)

NJ

09/27/1996 - 10/30/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 05/06/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/22/2021

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/1996

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 Thomas North.
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