Sean Wilson (CRD# 6491440) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Somers Point, NJ and has over 6 years of experience in the finance industry.
CRD# 2226733
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2545436
Lpl Financial LLC
CRD# 2708056
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Go Events | Atlantic City, NJ | Nov 2021 - Current | 2 |
| Allstate Insurance Company | Somers Point, NJ | Jul 2016 - Current | 7 |
| Phifer Financial Services | West Deptford, NJ | Jan 2011 - Jul 2016 | 5 |
| American General Life Companies | Avalon, NJ | Oct 2009 - Jul 2016 | 6 |
| Avalon Yacht Club | Avalon, NJ | May 2006 - Jul 2016 | 10 |
| Axa Advisors, LLC | New York, NY | May 2015 - Nov 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2017 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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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
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