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
Duluth, GA 30096-4983
Credentials
Series 66
Industry experience
2 years
Shawn Shields is a financial advisor with Allstate Financial Advisors, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, and PNC Bank. Shawn is also associated with T & S Industries, LLC. Allstate Financial Advisors, LLC provides advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities through its Investment Advisory Representatives. The firm focuses on recommending and monitoring third-party managers and model portfolios on the Fidelity Managed Account Xchange (FMAX) platform, offering non-discretionary portfolio management and client 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
3575 Koger Blvd Ste 230
Duluth, GA 30096-4983
Georgia
Allstate Financial Advisors , LLC
2025 - Present (1 year)
Allstate Financial Services , LLC
2025 - Present (1 year)
Allstate Insurance CO
2024 - Present (2 years)
T & S Industries , LLC
2024 - Present (2 years)
Wells Fargo Bank, nA
2021 - 2024 (3 years)
Wells Fargo Clearing
2021 - 2024 (3 years)
PNC Bank
2015 - 2021 (6 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
Duluth, GA
Stanhouse Financial Planning and Management, LLC
CFP®, ChFC®, Series 63
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McWilliams Financial Advisory Group LLC
CFP®, Series 63, Series 65
Lilburn, GA
Fordham Financial Services, Inc.
Series 65
Atlanta, GA
Covey Capital Advisors, LLC
CFP®, Series 63
Alpharetta, GA
Cwpim
Series 65
Johns Creek, GA
Kuber Capital Management, LLC
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