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Kevin Jack Bolton

Allstate Financial Services, LLC

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About Kevin Jack Bolton

Kevin Bolton is a financial professional with over 30 years of experience in the industry. Kevin is currently registered with Allstate Financial Services, LLC and holds Series 6 and 63 licenses. Kevin has worked for several firms throughout his career, including MetLife Securities Inc., Metropolitan Life Insurance Company, Fortis Investors, Inc., Royal Alliance Associates, Inc., and Locust Street Securities, Inc. Kevin's career started in 1987 and he specializes in investment company products/variable contracts.

Firm Information

Kevin Bolton 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 Bolton’s Registration & Firm History

NC

04/09/2003 - Present

Allstate Financial Services, LLC (FAYETTEVILLE NC)

MA

05/26/1998 - 04/16/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/26/1998 - 04/16/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MN

04/01/1996 - 04/22/1998

FORTIS INVESTORS, INC. (OAKDALE MN)

AZ

01/26/1996 - 03/15/1996

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

IA

01/26/1993 - 02/05/1996

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

MA

05/24/1989 - 02/05/1993

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/24/1989 - 02/05/1993

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

MO

09/09/1987 - 12/31/1988

N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 10/01/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Jack Bolton.
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