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Joseph Brian swift McDonough

Allstate Financial Advisors, LLC

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About Joseph Brian swift McDonough

Joseph McDonough is a financial advisor at Allstate Financial Advisors, LLC with over 3 years of experience in the financial services industry. Joseph has experience providing financial advice to individuals and is registered as a Registered Representative and Investment Adviser Representative. Joseph is a licensed professional, holding Series 6, 7, 63 and 66 registrations. Joseph has been with Allstate Financial Advisors, LLC since July 2017 and has previous experience with WELLS FARGO CLEARING SERVICES, LLC.

Firm Information

Joseph McDonough 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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Joseph McDonough’s Registration & Firm History

NV

07/11/2017 - Present

Allstate Financial Advisors, LLC (Las Vegas NV)

NV

11/20/2013 - 02/15/2017

WELLS FARGO CLEARING SERVICES, LLC (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 09/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/27/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2016

Series 7 - General Securities Representative Examination

BC

Issued 11/20/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Joseph Brian swift McDonough. Review regulatory record here.
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