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Steven Richard Ingate

Allstate Financial Advisors, LLC

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About Steven Richard Ingate

Steven Richard Ingate is a registered representative with Allstate Financial Advisors, LLC. Steven is also a registered investment advisor representative in South Carolina. Steven has been in the financial services industry since October 2015. Steven’s previous experience includes working for PFS INVESTMENTS INC. in Columbia, SC and Primerica Financial Services in Columbia, SC. Steven is also a licensed security guard, currently working for Global Investigative Services in Myrtle Beach, SC. Steven is a Series 6, 7, 63, and 66 licensed advisor representative and is licensed in North Carolina, South Carolina, and Virginia.

Firm Information

Steven Ingate 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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Steven Ingate’s Registration & Firm History

SC

12/07/2020 - Present

Allstate Financial Advisors, LLC (Myrtle Beach SC)

SC

10/17/2015 - 04/28/2016

PFS INVESTMENTS INC. (COLUMBIA SC)

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Licenses & Designations

BOTH

Issued 12/07/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/05/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/30/2020

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/17/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Richard Ingate.
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