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Richard Edward Davis

Allstate Financial Services, LLC

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About Richard Edward Davis

Richard Edward Davis is a financial professional with over 14 years of experience in the industry. Richard Davis is currently registered with Allstate Financial Services, LLC in SANDY, UT. Richard Davis holds Series 6, Series 63, and SIE licenses. Previously, Richard Davis was registered with FARMERS FINANCIAL SOLUTIONS, LLC in SPRINGVILLE, UT and SALT LAKE CITY, UT.

Firm Information

Richard Davis 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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Richard Davis’s Registration & Firm History

UT

10/13/2015 - Present

Allstate Financial Services, LLC (SANDY UT)

UT

04/27/2010 - 07/02/2014

FARMERS FINANCIAL SOLUTIONS, LLC (SPRINGVILLE UT)

UT

01/13/2006 - 05/12/2008

FARMERS FINANCIAL SOLUTIONS, LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 11/19/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Edward Davis. Review regulatory record here.
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