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Mary Virginia Trotter

Allstate Financial Advisors, LLC

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About Mary Virginia Trotter

Mary Virginia Trotter is an investment advisor representative at Allstate Financial Advisors, LLC. Mary Virginia Trotter has been working in the financial industry since June 23, 2010. Mary Virginia Trotter is registered in Oklahoma, Missouri, South Dakota, and Alabama. Mary Virginia Trotter has passed the following exams: Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, and Series 65.

Firm Information

Mary Trotter is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

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.

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selection of other advisors

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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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other

Third party advisory fees

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Mary Trotter’s Registration & Firm History

NE

08/15/2018 - Present

Allstate Financial Advisors, LLC (Lincoln NE)

OK

04/20/2018 - 07/18/2018

MML INVESTORS SERVICES, LLC (TULSA OK)

OK

08/03/2016 - 02/12/2018

FORESTERS FINANCIAL SERVICES, INC. (Oklahoma City OK)

OK

02/26/2001 - 07/09/2007

NYLIFE SECURITIES LLC (TULSA OK)

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Licenses & Designations

IA

Issued 06/15/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/2017

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/09/2017

Series 24 - General Securities Principal Examination

BC

Issued 09/17/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2016

Series 7 - General Securities Representative Examination

BC

Issued 02/23/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Mary Virginia Trotter. Review regulatory record here.
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