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Peter James Stockwell

Allstate Financial Advisors, LLC

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About Peter James Stockwell

Peter Stockwell is an active investment advisor representative with Allstate Financial Advisors, LLC in Newton, CT. Peter's firm provides a variety of services to individuals, including other investment advisors. Peter has been in the industry since 2009 and has been associated with Allstate Financial Advisors, LLC since 2011. Peter has a Series 66, Series 7, and SIE license. Peter previously worked at Ameriprise Financial Services, Inc. in Norwalk, CT. Peter's specializations include life insurance and retirement plans.

Firm Information

Peter Stockwell 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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Peter Stockwell’s Registration & Firm History

CT

01/05/2011 - Present

Allstate Financial Advisors, LLC (Newton CT)

CT

01/08/2009 - 10/01/2010

AMERIPRISE FINANCIAL SERVICES, INC. (NORWALK CT)

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Licenses & Designations

BOTH

Issued 01/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter James Stockwell.
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