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Niki Renee Gray

Allstate Financial Advisors, LLC

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About Niki Renee Gray

Niki Renee Gray is an active financial advisor currently registered with Allstate Financial Advisors, LLC. Niki has been in the financial industry since 2002 and holds the Series 66, Series 7, and SIE licenses. Niki also has the designation of Certified Financial Planner. Niki is licensed to provide financial services in Arizona, California, Florida, Maryland, Pennsylvania, Virginia and West Virginia.

Firm Information

Niki Gray 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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Niki Gray’s Registration & Firm History

MD

11/02/2023 - Present

Allstate Financial Advisors, LLC (Pasadena MD)

MD

04/17/2017 - 11/16/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (CHESTERTOWN MD)

DE

06/26/2002 - 04/12/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DOVER DE)

NY

05/08/2002 - 06/07/2002

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/25/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Niki Renee Gray. Review regulatory record here.
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