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Terry Toth

Allstate Financial Advisors, LLC

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About Terry Toth

Terry Toth is a financial advisor currently registered with Allstate Financial Advisors, LLC. Terry has been in the industry since 1989. Terry is licensed in Ohio and Florida. Terry has previously worked for several other firms including W&S Brokerage Services, Inc., MML Investors Services, LLC, MSI Financial Services, Inc., AXA Advisors, LLC, PRUCO Securities, LLC., MetLife Securities Inc., Metropolitan Life Insurance Company, LSA Securities, Inc., Lincoln Benefit Financial Services, Inc., and Metropolitan Life Insurance Company. Terry holds the Series 6, 7, and 66 licenses. Terry currently serves on the Planning Commission for the City of Strongsville.

Firm Information

Terry Toth 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

Helps you choose top advisors aligned with your 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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other

Third party advisory fees

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Terry Toth’s Registration & Firm History

OH

03/06/2019 - Present

Allstate Financial Advisors, LLC (Strongsville OH)

OH

08/30/2017 - 03/22/2019

W&S BROKERAGE SERVICES, INC. (WILLOUGHBY OH)

MA

03/25/2017 - 08/04/2017

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MA

01/12/2015 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)

OH

03/21/2012 - 11/07/2014

AXA ADVISORS, LLC (AKRON OH)

OH

12/14/2010 - 03/22/2012

PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)

OH

01/05/2000 - 09/01/2010

METLIFE SECURITIES INC. (BROADVIEW HEIGHTS OH)

OH

01/05/2000 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (BROADVIEW HEIGHTS OH)

NE

10/29/1998 - 12/21/1999

LSA SECURITIES, INC. (LINCOLN NE)

IL

02/12/1998 - 10/29/1998

LINCOLN BENEFIT FINANCIAL SERVICES, INC. (NORTHBROOK IL)

MA

06/15/1987 - 05/21/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/15/1987 - 05/21/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/05/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/12/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Toth.
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