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Matthew Terence Walsh

Allstate Financial Advisors, LLC

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About Matthew Terence Walsh

Matthew Walsh is a financial advisor with Allstate Financial Advisors, LLC and is licensed in Illinois. Matthew Walsh has been working in the financial services industry since February 3, 2007. Matthew Walsh's experience includes working with Allstate Distributors, L.L.C., AXA Advisors, LLC and Allstate Life Insurance Co. Matthew Walsh specializes in working with Individuals. Matthew Walsh has his Series 6, 7, 26, 63 and 65 licenses.

Firm Information

Matthew Walsh 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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Matthew Walsh’s Registration & Firm History

NE

11/29/2016 - Present

Allstate Financial Advisors, LLC (LINCOLN NE)

IL

11/18/2016 - 08/06/2021

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

IL

05/23/2014 - 11/01/2016

AXA ADVISORS, LLC (DEERFIELD IL)

IL

04/25/2006 - 08/26/2013

ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)

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Licenses & Designations

IA

Issued 07/23/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2007

Series 7 - General Securities Representative Examination

BC

Issued 04/24/2006

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 Terence Walsh.
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