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Margaret Trousdale Wilkerson

Allstate Financial Services, LLC

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About Margaret Trousdale Wilkerson

Margaret Trousdale Wilkerson is a registered representative with Allstate Financial Services, LLC. She has been in the securities industry since May 14, 1990, and holds a number of licenses and registrations, including Series 6, 7, 26, and 63. Previously, Margaret worked at First Investors Corporation and Foresters Equity Services, Inc. Margaret is currently licensed in 8 states: Florida, Kansas, Nebraska, New York, Oklahoma, Oregon, South Dakota, and Texas.

Firm Information

Margaret Wilkerson 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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Margaret Wilkerson’s Registration & Firm History

OK

05/08/2007 - Present

Allstate Financial Services, LLC (OKLAHOMA CITY OK)

TX

05/06/1996 - 05/04/2007

FIRST INVESTORS CORPORATION (FORT WORTH TX)

CA

05/10/1990 - 05/03/1996

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 05/01/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2001

Series 7 - General Securities Representative Examination

BC

Issued 05/08/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Trousdale Wilkerson.
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