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Matthew Partin

Allstate Financial Advisors, LLC

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About Matthew Partin

Matthew Partin is a financial advisor registered with Allstate Financial Advisors, LLC in Birmingham, Alabama. Matthew Partin has been in the financial services industry for over 10 years, specializing in helping individuals and families achieve their financial goals. Matthew Partin is licensed to provide investment advice in Alabama, Georgia, and South Carolina.

Firm Information

Matthew Partin 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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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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Matthew Partin’s Registration & Firm History

AL

11/04/2020 - Present

Allstate Financial Advisors, LLC (Birmingham AL)

UT

01/06/2012 - 12/31/2017

TRANSAMERICA FINANCIAL ADVISORS, INC (CLEARFIELD UT)

CA

10/21/2011 - 01/06/2012

WORLD GROUP SECURITIES, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 12/20/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/11/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Partin.
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