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William Frank Campbell

Allstate Financial Services, LLC

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About William Frank Campbell

William Campbell has been in the financial services industry since 1994. William is a registered representative of Allstate Financial Services, LLC and holds Series 6, 7, 24, 26, 63, and 66 licenses. William has previously worked at MML Investors Services, LLC and NYLIFE Securities LLC.

Firm Information

William Campbell 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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William Campbell’s Registration & Firm History

ME

05/17/2016 - Present

Allstate Financial Services, LLC (Falmouth ME)

ME

05/17/2013 - 03/21/2016

MML INVESTORS SERVICES, LLC (PORTLAND ME)

ME

01/25/1994 - 03/01/2013

NYLIFE SECURITIES LLC (SOUTH PORTLAND ME)

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Licenses & Designations

BOTH

Issued 04/09/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/26/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2007

Series 7 - General Securities Representative Examination

BC

Issued 01/24/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for William Frank Campbell. Review regulatory record here.
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