Unclaimed
William Whitworth is a financial advisor with Allstate Financial Advisors, LLC, a firm that has been in business for 26 years and employs 350 investment advisors. William has worked in the financial industry since 1998 and holds Series 6, Series 63, and Series 65 licenses. His prior roles include working with LPL Financial LLC, Waddell & Reed, Sunbelt Securities, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. William's areas of expertise include providing financial advice, planning, and portfolio management. William has 189 individual clients with $62,134,830 in assets under management.
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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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.
Third party advisory fees
1
2
TX
05/04/2021 - Present
Allstate Financial Advisors, LLC (Webster TX)
TX
06/08/2018 - 05/10/2021
LPL FINANCIAL LLC (LEAGUE CITY TX)
TX
02/02/2011 - 06/23/2016
WADDELL & REED (WEBSTER TX)
TX
08/31/2009 - 01/13/2011
SUNBELT SECURITIES, INC. (HOUSTON TX)
TX
09/09/1998 - 07/23/2009
METLIFE SECURITIES INC. (HOUSTON TX)
TX
09/09/1998 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HOUSTON TX)
IA
Issued 04/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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