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Lee Morris McPherson

Allstate Financial Services, LLC

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About Lee Morris McPherson

Lee McPherson has been in the financial industry for over 20 years, starting in 2001. Currently, Lee is registered with Allstate Financial Services, LLC. Lee has experience with multiple firms, including Princor Financial Services Corporation, Charles Schwab & Co., Inc., and Jefferson Pilot Securities Corporation. Lee holds the Series 6, 7, and 63 licenses as well as the SIE and the Uniform Investment Adviser Law Examination. Lee is licensed to provide investment advice in 15 states across the country, including California, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Mississippi, Nevada, New York, North Carolina, Pennsylvania, South Carolina, Virginia, and West Virginia.

Firm Information

Lee McPherson 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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Lee McPherson’s Registration & Firm History

NC

12/06/2007 - Present

Allstate Financial Services, LLC (Chapel Hill NC)

NC

01/09/2006 - 11/12/2007

PRINCOR FINANCIAL SERVICES CORPORATION (RALEIGH NC)

TX

08/23/2005 - 12/05/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NE

01/20/2004 - 08/15/2005

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

IN

06/29/2001 - 02/10/2004

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 07/11/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2002

Series 7 - General Securities Representative Examination

BC

Issued 06/28/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Lee Morris McPherson. Review regulatory record here.
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