Matthew Partin

ALLSTATE FINANCIAL ADVISORS

Birmingham, AL 35244-1658

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CRD#: 5990281

Professional summary

Matthew Partin, who also goes by Matthew Joseph Partin, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Birmingham, Alabama and ALLSTATE FINANCIAL SERVICES, LLC located in Birmingham, Alabama.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Matthew has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Joseph Partin

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.

MATTHEW PARTIN, (MYSELF, INDIVIDUAL) POSITION: Consulting NATURE: IT Consulting, Networking Installation and configuration, Hardware and software maintenance and installation, project design and implementation, troubleshooting of hardware and software. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2022 ADDRESS: 4092 Park Crossings Drive, Chelsea AL 35043, United States DESCRIPTION: IT Consulting, Networking Installation and configuration, Hardware and software maintenance and installation, project design and implementation, troubleshooting of hardware and software.No activities will take place during market hours. There is no securities or financial related activities involved in this OBA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Partin'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

November 4, 2020 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 2008 Old Montgomery Hwy, Birmingham, AL 35244-1658

RIA

CRD#: 109524

Birmingham, AL

Current

October 1, 2020 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 2008 Old Montgomery Hwy, Birmingham, AL 35244-1658

CRD#: 18272

Birmingham, AL

Past

January 6, 2012 - December 31, 2017

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

CLEARFIELD, UT

Past

January 6, 2012 - December 31, 2017

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

CLEARFIELD, UT

Past

November 18, 2011 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA

CRD#: 139233

SAN DIEGO, CA

Past

October 21, 2011 - January 6, 2012

WORLD GROUP SECURITIES, INC.

CRD#: 114473

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

Alabama
(10/5/2020)

IAR

Alabama
(11/4/2020)

Georgia
(8/10/2021)

South Carolina
(12/21/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/20/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/11/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/24/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/20/2011

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

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

Mailing Address

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

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

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.

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Advisor Monitoring

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Matthew Partin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Partin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

INVESTMENT ADVISORS INTERNATIONAL, INC.

WORLD GROUP SECURITIES, INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/20/2022

Series 65

Date: 11/11/2011

Series 7TO

Date: 1/24/2024

SIE

Date: 12/31/2017

Series 6

Date: 10/20/2011

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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