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Kevin Sharman

Allstate Financial Services, LLC

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About Kevin Sharman

Kevin Sharman is a registered representative with Allstate Financial Services, LLC. Kevin has been in the financial industry since January 3, 2004. Kevin has a Series 6 and Series 26 license as well as the SIE and Series 63 license. Kevin is registered with the state of North Carolina. Kevin has previously been employed with Key Investment Services LLC, U.S. Bancorp Investments, Inc., and PFS Investments Inc.. Kevin is currently located in Sanford, North Carolina and has been with Allstate Financial Services, LLC since August 24, 2020.

Firm Information

Kevin Sharman 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 Sharman’s Registration & Firm History

NC

08/24/2020 - Present

Allstate Financial Services, LLC (SANFORD NC)

WA

07/26/2019 - 08/30/2019

ALLSTATE FINANCIAL SERVICES, LLC (Kirkland WA)

WA

06/06/2013 - 07/25/2019

ALLSTATE FINANCIAL SERVICES, LLC (KIRKLAND WA)

WA

10/22/2012 - 05/23/2013

KEY INVESTMENT SERVICES LLC (BELLEVUE WA)

CA

08/02/2005 - 05/09/2006

U.S. BANCORP INVESTMENTS, INC. (SAN PEDRO CA)

GA

07/08/1996 - 07/25/2005

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 10/30/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2012

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 Sharman.
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