Matthew Partin (CRD# 5990281) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Birmingham, AL and has over 12 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matthew Partin, (myself, Individual) | Chelsea, AL | Jun 2022 - Current | 1 |
| Allstate Insurance Co | Birmingham, AL | Aug 2020 - Current | 3 |
| Gastrohealth | Birmingham, AL | Sep 2017 - Nov 2020 | 3 |
| Gastrohealth | Birmingham, AL | Sep 2017 - Nov 2020 | 3 |
| Staffing Options Inc. | Duluth, GA | Jan 2013 - Aug 2020 | 7 |
| Golden Goose LLC | Taylors, SC | Nov 2008 - Aug 2020 | 11 |
| Transamerica Financial Advisors, Inc. | Clearfield, UT | Jan 2012 - Dec 2017 | 5 |
| World Financial Group, Inc. | Clearfield, UT | Sep 2011 - Dec 2017 | 6 |
| Marketstar | Ogden, UT | Mar 2017 - Sep 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
| S63 | Uniform Securities State Law Examination | Dec 2022 |
- AL
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
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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