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Milton George Allen

Allstate Financial Services, LLC

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About Milton George Allen

Milton Allen is a financial professional with over 20 years of experience in the industry. Milton is currently registered with Allstate Financial Services, LLC. Previously, Milton has worked with a number of other firms, including Metlife Securities Inc., PFIC Securities Corporation, CitiCorp Investment Services, American Express Financial Advisors Inc., and IDS Life Insurance Company. Milton holds Series 7 and Series 66 securities licenses, as well as a Series 63 license. Milton is registered in Arizona, Arkansas, California, Idaho, and Oregon.

Firm Information

Milton Allen 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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Milton Allen’s Registration & Firm History

CA

07/17/2014 - Present

Allstate Financial Services, LLC (San Gabriel CA)

CA

03/06/2012 - 07/23/2014

METLIFE SECURITIES INC. (PASADENA CA)

CA

07/28/2008 - 03/02/2012

ALLSTATE FINANCIAL SERVICES, LLC (SAN GABRIEL CA)

CA

05/25/2006 - 07/31/2006

PFIC SECURITIES CORPORATION (PASADENA CA)

NY

08/12/2005 - 09/02/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

MN

02/19/1997 - 08/02/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/19/1997 - 08/02/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/11/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/25/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Milton George Allen. Review regulatory record here.
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