Michael Tolliver (CRD# 6129399) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Dover, DE and has over 11 years of experience in the finance industry. Michael Tolliver has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5189114
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4399512
Savant Wealth Management
CRD# 4147880
Big Investment Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meged Marketing LLC | Newark, DE | Jun 2023 - Current | < 1 |
| Tolliver Agency | Dover, DE | Jul 2022 - Current | 1 |
| Park University | Parkville, MO | Feb 2021 - Current | 3 |
| Author | Newark, DE | Aug 2020 - Current | 3 |
| Allstate Insurance Co | Dover, DE | Jul 2020 - Current | 3 |
| Tolliver Insurance And Financial Services | Dover, DE | Jul 2020 - Jul 2022 | 2 |
| Hornor Townsend & Kent LLC | Horsham, PA | Sep 2019 - Jul 2020 | < 1 |
| Penn Mutual Life Insurance Company | Horsham, PA | Sep 2019 - Jul 2020 | < 1 |
| Pruco Securities, LLC | Newark, DE | Jan 2019 - Sep 2019 | < 1 |
| The Prudential Insurance Company Of America | Newark, DE | Jan 2019 - Sep 2019 | < 1 |
| Mallard Advisors | Hockessin, DE | Nov 2017 - Oct 2018 | < 1 |
| Navy Federal Brokerage Services, LLC | Aurora, CO | Jan 2017 - Oct 2017 | < 1 |
| Navy Federal Brokerage Services, LLC | Aurora, CO | Apr 2016 - Oct 2017 | 1 |
| Navy Federal Financial Group, LLC | Aurora, CO | Apr 2016 - Oct 2017 | 1 |
| Lpl Financial LLC | Westminster, CO | Dec 2014 - Apr 2016 | 1 |
| Larson Financial Group, LLC | St. Louis, MO | Oct 2012 - Dec 2014 | 2 |
| Larson Financial Securities, LLC | St. Louis, MO | Oct 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- DE
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Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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