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Kevin Garrett Greenwell

Allstate Financial Services, LLC

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About Kevin Garrett Greenwell

Kevin Greenwell is a financial professional registered with Allstate Financial Services, LLC. Kevin has been in the financial services industry since December 2012. Kevin is a licensed investment advisor in the state of Florida. Kevin has passed the Securities Industry Essentials Examination (SIE) and the Investment Company Products/Variable Contracts Representative Examination (Series 6).

Firm Information

Kevin Greenwell 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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Kevin Greenwell’s Registration & Firm History

FL

12/03/2012 - Present

Allstate Financial Services, LLC (Fort Myers FL)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Kevin Garrett Greenwell. Review regulatory record here.
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