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Kevin Godfrey

Allstate Financial Services, LLC

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About Kevin Godfrey

Kevin Godfrey is a financial professional with over 17 years of experience in the industry. He is currently registered with Allstate Financial Services, LLC in North Carolina, South Carolina, and Texas. Kevin holds Series 7, Series 63, SIE and Series 6TO licenses and has a background with firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.

Firm Information

Kevin Godfrey 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 Godfrey’s Registration & Firm History

NC

10/29/2010 - Present

Allstate Financial Services, LLC (Waxhaw NC)

NC

12/15/2009 - 04/30/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)

NY

10/23/2009 - 11/17/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NC

10/24/2005 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

MN

02/26/2004 - 05/26/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/26/2004 - 05/26/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 01/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kevin Godfrey. Review regulatory record here.
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