Cheri Roman, financial advisor Austin TX
93 score

Cheri Roman

CRD Number: 1808945
Current Firm: Allstate Financial Advisors, LLC

Cheri Roman (CRD# 1808945) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Austin, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Allstate Insurance Company Austin, TX Feb 2011 - Current 5
Roman Agency Inc. Austin, TX Feb 2011 - Current 5
Unemployed Corpus Christi, TX May 2010 - Feb 2011 < 1
Delmar College Corpus Christi, TX Sep 2009 - May 2010 < 1
Stifel Nicolaus & Co Inc. Corpus Christi, TX Apr 2009 - Oct 2009 < 1
Wachovia Securities, LLC Corpus Christi, TX Jan 2008 - Apr 2009 1
Wachovia Securities, LLC Corpus Christi, TX Jan 2008 - Apr 2009 1
A. G. Edwards & Sons, Inc. Corpus Christi, TX Jul 2007 - Apr 2009 1
Unemployed Corpus Christi, TX Aug 2005 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for Cheri Roman
Phone Number: 847-402-5296
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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