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Steven Mark Root

Allstate Financial Services, LLC

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About Steven Mark Root

Steven Mark Root is a financial professional with over 20 years of experience in the industry. He is currently registered with Allstate Financial Services, LLC and has held previous positions with Liberty Life Securities LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Steven Mark Root holds a variety of licenses and registrations, including Series 6, 7, 26, 51 and 63, demonstrating his broad financial knowledge and expertise. Steven Mark Root is licensed to conduct business in Louisiana and Mississippi.

Firm Information

Steven Root 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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Steven Root’s Registration & Firm History

LA

07/25/2006 - Present

Allstate Financial Services, LLC (BATON ROUGE LA)

NH

01/22/2001 - 10/26/2004

LIBERTY LIFE SECURITIES LLC (DOVER NH)

NA

08/25/1994 - 02/28/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

NA

08/25/1994 - 02/28/1995

IDS LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 06/06/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2006

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 04/05/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/24/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Mark Root.
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