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William Jeffrey Ard

Allstate Financial Services, LLC

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About William Jeffrey Ard

William Ard is a registered representative with Allstate Financial Services, LLC. William is currently registered with the state of Florida. William has passed the Series 6TO and SIE exams. William's firm, Allstate Financial Services, LLC, is a financial services company that provides financial products and services to individuals and families.

Firm Information

William Ard 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 Ard’s Registration & Firm History

FL

12/12/2018 - Present

Allstate Financial Services, LLC (Tallahassee FL)

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Licenses & Designations

BC

Issued 12/12/2018

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

BC

Issued 10/31/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Jeffrey Ard.
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