Adviser and broker representative · Allstate Financial Advisors, LLC
Marlon G. Carter
CRD 5488259 · Houston, TX
At a glance
Marlon G. Carter is an investment adviser representative with Allstate Financial Advisors, LLC in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marlon’s SEC record dates to 2022, about 4 years ago. Marlon is also registered as a broker representative.
Current advisory firm
- Allstate Financial Advisors, LLCSince February 2022Houston, TX · $142M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Marlon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.