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Terrie Lynne Carpenter

Allstate Financial Advisors, LLC

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About Terrie Lynne Carpenter

Terrie Lynne Carpenter is a financial advisor with Allstate Financial Advisors, LLC. Terrie has been in the financial services industry since December 2013 and holds a Series 6, Series 7, and Series 66 license. Terrie is registered to provide financial advice in Arkansas, Florida, Nebraska, North Carolina, Ohio, Oklahoma, Texas, and Virginia. Terrie's previous experience includes roles with Bankers Life Securities, Inc. and ProEquities, Inc.

Firm Information

Terrie Carpenter 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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Terrie Carpenter’s Registration & Firm History

TX

01/24/2024 - Present

Allstate Financial Advisors, LLC (Tomball TX)

TX

05/26/2016 - 01/17/2024

BANKERS LIFE SECURITIES, INC. (RICHARDSON TX)

VA

12/16/2013 - 05/26/2016

PROEQUITIES, INC. (CHASAPEAKE VA)

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Licenses & Designations

BOTH

Issued 02/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/16/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2016

Series 7 - General Securities Representative Examination

BC

Issued 12/14/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terrie Lynne Carpenter.
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