Advisor at Allstate Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allstate Financial Advisors, LLC
Location
Middleburg, OH 44130-7810
Credentials
Series 63, Series 65
Industry experience
17 years
Barry Morris is a financial advisor with Allstate Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC before joining Allstate Financial Advisors and affiliated entities in 2017. Allstate Financial Advisors, LLC provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily offers non-discretionary investment management through third-party managers and model portfolios on the Fidelity Managed Account Xchange (FMAX) platform.
$0 - $250,000: 0.50% to 1.50% annually $250,000 - $500,000: 0.50% to 1.35% annually $500,000 - $1,000,000: 0.50% to 1.25% annually $1,000,000 - $2,000,000: 0.50% to 1.15% annually $2,000,000 - $5,000,000: 0.50% to 1.00% annually $5,000,000+: 0.50% to 0.80% annually
Advisory Representatives receive commissions for sale of securities and other investment products; commission fees vary.
Account minimum: $50,000 Minimum fee: Minimum fee of 0.50% annually across all tiers
13399 Smith Rd
Middleburg, OH 44130-7810
Ohio
Allstate Financial Services, LLC
2017 - Present (9 years)
Allstate Financial Advisors, LLC
2017 - Present (9 years)
Allstate Insurance Co
2017 - Present (9 years)
The Prudential insurance Company of America
2015 - 2017 (2 years)
Pruco Securities, LLC.
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Jaras Financial Services, Inc.
CFP®, CPA
Berea, OH
Flegal Financial Planning
Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.
Series 65
Lakewood, OH
Ronald J. Rich Financial Advising
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