William M. Eggar

ALLSTATE FINANCIAL SERVICES

Mansfield, TX 76063-8032

Some features on this profile are disabled

CRD#: 1186091

Professional summary

William Michael Eggar, who also goes by Bill Eggar, is a registered financial professional currently at ALLSTATE FINANCIAL SERVICES, LLC located in Mansfield, Texas.

William is registered as a RR (Registered Representative) and started their career in finance in 1983. William has worked at 5 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Eggar

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Michael Eggar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 20, 2001 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 990 N Walnut Creek Dr Ste 1005, Mansfield, TX 76063-8032

CRD#: 18272

Mansfield, TX

Past

January 24, 2001 - December 31, 2001

RUSHMORE SECURITIES CORPORATION

CRD#: 8392

DALLAS, TX

Past

July 16, 1998 - March 8, 2001

NORTHSTAR SECURITIES, INC.

CRD#: 11247

DALLAS, TX

Past

February 6, 1995 - December 9, 1998

DOMINION CAPITAL CORPORATION

CRD#: 18837

DALLAS, TX

Past

October 31, 1983 - December 31, 1994

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Tennessee
(8/16/2018)

Texas
(12/20/2001)

Exams

State Security Law Exam

Series 63

Date: 9/13/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 9/13/1983

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/21/1988

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL SERVICES, LLC

ALLSTATE FINANCIAL SERVICES, LLC | LSA SECURITIES, INC. | LAUGHLIN GROUP ADVISORS, INC. | ALLSTATE FINANCIAL SERVICES, LLC OF DELAWARE | ALLSTATE FINANCIAL SERVICES, LLC D/B/A LSA SECURITIES

CRD#: 18272 / SEC#: , 8-36365

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508-1380

Mailing Address

Po Box 83271, Lincoln, NE 68501-3271

Phone number

(877) 232-2142

Established

Delaware since 11/01/1999

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
ALLSTATE INSURANCE COMPANY	OWNER
BOUDREAU, JOHN DOUGLAS	CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE	6357880
DELANEY, SCOTT SULLIVAN	PRESIDENT AND CHIEF EXECUTIVE OFFICER	2978681
LANSPA, PAUL DONALD	CHIEF OPERATING OFFICER	6449159
MUELLER, DAVID JOHN	GENERAL COUNSEL AND SECRETARY	7807045
NELSON, MARY KRIS	CHAIRMAN OF THE BOARD	2464654
SWEENEY, MICHAEL DANIEL	AML OFFICER	2026113
WHITCOMB, MICHAEL JAMES	FINOP	7495756

Disclosures

Regulatory Event	4
Arbitration	1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

James Moore

EDWARD JONES

IAR

Ft Worth, TX

Robert Shannon

BRAZOS WEALTH ADVISORS LLC

IAR

FORT WORTH, TX

Ramon Aguirre

MONEY CONCEPTS CAPITAL CORP

IAR

Fort Worth, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William M. Eggar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Michael Eggar's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUSHMORE SECURITIES CORPORATION

NORTHSTAR SECURITIES, INC.

DOMINION CAPITAL CORPORATION

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 9/13/1983

SIE

Date: 10/1/2018

Series 6

Date: 9/13/1983

Series 26

Date: 3/21/1988

FINRA

Current Firm

ALLSTATE FINANCIAL SERVICES, LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

ALLSTATE FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors