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
Edmond, OK 73003-3600
Credentials
Series 66
Industry experience
15 years
Robert Karaya is a financial advisor with Allstate Financial Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at MML Investors Services LLC and Mass Mutual Life Insurance Company. He also receives trails from a former insurance agent position with MassMutual. Allstate Financial Advisors, LLC provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, primarily through non-discretionary managed-account programs on the Fidelity Managed Account Xchange (FMAX) platform. The firm focuses on selecting and monitoring third-party managers while working with clients to establish objectives and perform regular 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
1501 N Santa Fe Ave #140
Edmond, OK 73003-3600
Oklahoma
Allstate Financial Advisors, LLC
2022 - Present (4 years)
Allstate Financial Services, LLC
2022 - Present (4 years)
Allstate Insurance Company
2022 - Present (4 years)
The Clarity Financial LLC
2020 - 2022 (2 years)
MML Investors Services LLC
2011 - 2022 (11 years)
Mass Mutual Life Insurance Company
2010 - 2022 (12 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 66
Edmond, OK
Entrust Parable Capital, LLC
Series 65
Nichols Hills, OK
Valendo Private Asset Management, Inc.
CFP®, Series 66
Edmond, OK
VOX Financial Planning
Series 65
Oklahoma City, OK
Trilogy Financial Solutions
Series 65
Oklahoma City, OK
Integrated Planning Strategies, LLC
CFA®, Series 63
Oklahoma City, OK
Krb And Associates, Inc
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