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Rea Ptacin

Allstate Financial Advisors, LLC

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About Rea Ptacin

Rea Ptacin is a financial advisor currently registered with Allstate Financial Advisors, LLC. Rea has been in the financial services industry since June 6, 2013. Rea is licensed to provide investment advice and securities in Florida, North Carolina, Pennsylvania, and South Carolina. Rea Ptacin is also licensed to provide investment advisory services in North Carolina. Rea has a wide range of experience having worked with various firms including Waddell & Reed, Lincoln Investment, Principal Securities, Inc., and MetLife Securities, Inc. In addition to Rea's role as a financial advisor, Rea is also the owner of a real estate business where Rea manages and sells residential and vacation properties. Rea is dedicated to providing comprehensive financial services to individuals and families.

Firm Information

Rea Ptacin 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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Rea Ptacin’s Registration & Firm History

NC

05/12/2022 - Present

Allstate Financial Advisors, LLC (Chapel Hill NC)

NC

03/25/2019 - 12/08/2020

ALLSTATE FINANCIAL SERVICES, LLC (Raleigh NC)

NC

11/10/2017 - 04/05/2019

PRINCIPAL SECURITIES, INC. (Raleigh NC)

NC

11/16/2016 - 11/06/2017

WADDELL & REED (CHARLOTTE NC)

PA

03/13/2015 - 09/02/2016

LINCOLN INVESTMENT (MIFFLINBURG PA)

MA

06/02/2003 - 08/08/2003

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/02/2003 - 08/08/2003

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

OR

09/26/2001 - 05/21/2003

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 05/15/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rea Ptacin.
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