AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RP

Ramiah Pickett

CFP®
ALLSTATE FINANCIAL SERVICES
Bozeman, MT
·CRD# 4853005·21 years experience

Professional Summary

Ramiah Pickett, CFP®, who also goes by Ramiah Lynn Pickett, is a registered financial advisor currently at ALLSTATE FINANCIAL SERVICES, LLC located in Bozeman, Montana. Ramiah is registered as a RR (Registered Representative) and started their career in finance in 2004. Ramiah has worked at 4 firms and has passed the Series 63, Series 66, SIE, Series 6, Series 7, Series 26, Series 9 and Series 10 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ramiah Lynn Pickett

Blog Corner

Similar Advisors

SC
Steven A Chase

OSAIC WEALTH, INC.

BOZEMAN, MT · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

SC
Steven A Chase

OSAIC WEALTH, INC.

BOZEMAN, MT · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

SC
Steven A Chase

OSAIC WEALTH, INC.

BOZEMAN, MT · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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

SC
Steven A Chase

OSAIC WEALTH, INC.

BOZEMAN, MT · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2008

Years of Experience

21 years in the financial services industry

Current & Past Employments

ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
2504 W Main St Ste A1, Bozeman, MT 59718-3966
June 7, 2026 - Present
PFS INVESTMENTS INC.·CRD# 10111
RIA
Bozeman, MT
August 24, 2022 - January 24, 2025
PFS INVESTMENTS INC.·CRD# 10111
BD
Bozeman, MT
June 30, 2017 - July 22, 2024
PFS INVESTMENTS INC.·CRD# 10111
BD
Jacksonville, FL
June 3, 2013 - December 31, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Jacksonville, FL
October 18, 2005 - October 17, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Jacksonville, FL
October 18, 2005 - October 17, 2012
WADDELL & REED·CRD# 866
RIA
Jacksonville, FL
January 6, 2005 - September 15, 2005
WADDELL & REED·CRD# 866
BD
Overland Park, KS
December 8, 2004 - September 15, 2005

Similar Advisors

SC
Steven A Chase

OSAIC WEALTH, INC.

BOZEMAN, MT · CRD#

Current Firm

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

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

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALLSTATE INSURANCE COMPANYOWNER—
BOUDREAU, JOHN DOUGLASCHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE, FINOP6357880
LANSPA, PAUL DONALDCHIEF OPERATING OFFICER6449159
MUELLER, DAVID JOHNGENERAL COUNSEL AND SECRETARY7807045
NELSON, MARY KRISINTERIM PRESIDENT AND CHIEF EXECUTIVE OFFICER2464654
SWEENEY, MICHAEL DANIELAML OFFICER2026113

Disclosures

Regulatory Event

4

Arbitration

1

Similar Advisors

SC
Steven A Chase

OSAIC WEALTH, INC.

BOZEMAN, MT · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

SALES OF INVESTMENT-RELATED PRODUCTS; PART-TIME OR FULL-TIME, FOR COMPANIES AFFILIATED WITH PFS INVESTMENTS INC. I MAY ALSO RECEIVE NON-INVESTMENT RELATED COMPENSATION FROM PRIMERICA MORTGAGE, LLC FOR THE SALE OF LOAN PRODUCTS AND/OR PRIMERICA CLIENT SERVICES, INC. (A CO-LOCATED AFFILIATE OF PFS INVESTMENTS INC.) FOR PART-TIME REFERRALS OF HOME SECURITY AND AUTOMATION PRODUCTS, AS WELL AS OTHER HOME RELATED SERVICES. --03/2017-PRESENT; BLACK SANDS ADVENTURE CO; BOZEMAN,MT.-- -12/2020-PRESENT, DOORDASH, DASHER, 303 2ND ST S TOWER, SET 800 SAN FRANCISCO, CA 94107, SPENDS 24 HOURS PER MONTH ON OUTSIDE BUSINESS, (SPENDS 0 HOURS ON OUTSIDE BUSINESS DURING TRADING HOURS) -EXP REALTY; NOT INVESTMENT RELATED; SALESPERSON; START DATE: 3/15/2022 TO PRESENT; 123 SHERWOOD LANE, KALISPELL, MT 59901; NATURE OF BUSINESS: REAL ASTATE SALES; HOURS PER MONTH: 20 (HOURS DURING SECURITIES TRADING HOURS: 0). -- INSTACART, 50BEALE STREET, STE 600, SAN FRANCISCO, CA 94105, INDEPENDENT CONTRACTOR (1099), 12/2022 TO PRESENT, 40 HOURS COMMITTED PER MONTH (0 HOURS DURING SECURITIES TRADING HOURS). --SPARK DELIVERY, NOT INVESTMENT RELATED, PASADENA, CA 91101, INDEPENDENT CONTRACTOR (1099), 12/2023 TO PRESENT, 20 HOURS COMMITTED PER MONTH (0 HOURS DURING SECURITIES TRADING HOURS). --UBER, NOT INVESTMENT RELATED, SAN FRANCISCO, CA 94103, DRIVER (1099) 12/2023 TO PRESENT, 40 HOURS COMMITTED PER MONTH (20 HOURS DURING SECURITIES TRADING HOURS).

Similar Advisors

SC
Steven A Chase

OSAIC WEALTH, INC.

BOZEMAN, MT · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Montana
(6/10/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2017About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Jan 2005About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2017About the Series 6 exam

Series 7 — General Securities Representative Examination

Passed Dec 2004About the Series 7 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Sep 2020About the Series 26 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Dec 2008About the Series 9 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Nov 2008About the Series 10 exam
FINRA
SRO Registrations

Similar Advisors

SC
Steven A Chase

OSAIC WEALTH, INC.

BOZEMAN, MT · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Ramiah Pickett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

SC
Steven A Chase

OSAIC WEALTH, INC.

BOZEMAN, MT · CRD#
RP
Follow Ramiah
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required