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William Michael Eggar

Allstate Financial Services, LLC

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About William Michael Eggar

William Michael Eggar is a financial professional with over 40 years of experience in the industry. William is currently registered with Allstate Financial Services, LLC and is located in Mansfield, Texas. William has a strong background in investments and has held various roles in the financial services industry. William has a Series 6, Series 26 and Series 63 licenses, as well as the SIE exam. William is dedicated to providing exceptional service and personalized financial advice to clients.

Firm Information

William Eggar 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 Eggar’s Registration & Firm History

TX

12/20/2001 - Present

Allstate Financial Services, LLC (MANSFIELD TX)

TX

01/24/2001 - 12/31/2001

RUSHMORE SECURITIES CORPORATION (DALLAS TX)

TX

07/16/1998 - 03/08/2001

NORTHSTAR SECURITIES, INC. (DALLAS TX)

TX

02/06/1995 - 12/09/1998

DOMINION CAPITAL CORPORATION (DALLAS TX)

GA

10/31/1983 - 12/31/1994

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 09/13/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Michael Eggar. Review regulatory record here.
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