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
Houston, TX 77095-2422
Credentials
Series 63, Series 65
Industry experience
16 years
Marlon Carter is a financial advisor with Allstate Financial Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been associated with Allstate-affiliated firms since 2011. Outside of his financial advisory role, he owns and trains racehorses through Marlon Carter Racing Stables. Allstate Financial Advisors, LLC provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, primarily through non-discretionary management of client assets on the Fidelity Managed Account Xchange (FMAX) platform. The firm focuses on selecting, recommending, and monitoring third-party managers and model portfolios while conducting client portfolio reviews.
$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
7171 Highway 6 N Ste 105
Houston, TX 77095-2422
Texas
Allstate Financial Advisors LLC
2022 - Present (4 years)
Allstate Financial Services LLC
2011 - Present (15 years)
Allstate Insurance Co
2011 - Present (15 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.
Series 65
Houston, TX
Coastal Wealth Management, LP
CFP®, Series 66
Katy, TX
Lakes Wealth Advisory, LLC
CFA®
Katy, TX
Open Wealth Management LLC
ChFC®, PFS™, Series 65
Houston, TX
Epiphany Wealth Management
Series 65
Katy, TX
Dark Horse LLC
Series 65
Houston, TX
Bayou Bridge Capital Advisors, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")