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EP

Ellen B. Pursell

EVERLAKE DISTRIBUTORS
Lincoln, NE 68508
Some features on this profile are disabled
CRD#: 2575812
EP

Professional summary

Ellen Bridgette Pursell, who also goes by Ellen Bridgette Finney, Ellen Bridgette Huffmier, is a registered financial professional currently at EVERLAKE DISTRIBUTORS, LLC located in Lincoln, Nebraska.

Ellen is registered as a RR (Registered Representative) and started their career in finance in 1995. Ellen has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Ellen Bridgette Finney | Ellen Bridgette Huffmier

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 Ellen Bridgette Pursell's 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

January 27, 2024 - Present

EVERLAKE DISTRIBUTORS, LLC

Office #1: 115 Canopy Street Suite 401, Lincoln, NE 68508
BD
CRD#: 100460
Lincoln, NE
Past

March 2, 2021 - July 7, 2023

JBS LIBERTY SECURITIES, INC.

BD
CRD#: 36179
KANNAPOLIS, NC
Past

April 28, 2009 - February 26, 2021

SECURITY DISTRIBUTORS

BD
CRD#: 3336
TOPEKA, KS
Past

March 14, 2003 - October 6, 2005

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

February 23, 1995 - December 13, 2002

SECURITY DISTRIBUTORS

BD
CRD#: 3336
TOPEKA, KS

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 4/7/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/27/2009
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 8/28/2009
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

ED
EVERLAKE DISTRIBUTORS, LLC
ALLSTATE DISTRIBUTORS, L.L.C. | EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460 / SEC#: , 8-52029

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
3100 Sanders Road, Suite 303, Northbrook, IL 60062
Mailing Address
3100 Sanders Road, Suite 303, Northbrook, IL 60062
Phone number
(847) 665-9930
Established
Delaware since 03/05/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
EVERLAKE LIFE INSURANCE COMPANYPARENT OF BROKER/DEALER
FONTANA, ANGELA KAYMANAGER6503740
HARRIGAN, JULIE ANNTREASURER, CONTROLLER AND FINOP7159150
JENESKE, PATRICK JOSEPHCHIEF COMPLIANCE OFFICER4293015
KENNEDY, REBECCA DIANEPRESIDENT AND MANAGER7364296
KIRCHHOFF, THERESE MARIEAML OFFICER4548686
LARGEY, TYLER EARL BAXTERCHAIRMAN OF THE BOARD AND MANAGER7470407

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.

Company Information

EVERLAKE DISTRIBUTORS, LLC

CRD#: 100460Lincoln, NE 68508

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