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Allstate Financial Advisors, LLC CRD 109524
$142M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-30 |
Branch Locations
7323 Convoy Ct Ste B111, San Diego, CA 92111-1129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cathay Bank | San Diego | CA | 10/2003 | 08/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 10/2006 | 02/2017 |
| Cetera Investment Advisers Llc | San Diego | CA | 01/2014 | 02/2017 |
| Lpl Financial Llc | San Diego | CA | 02/2017 | 09/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2017 | 08/2021 |
| Cetera Investment Advisers Llc | San Diego | CA | 09/2017 | 08/2021 |
| Allstate Insurance Co | Northbrook | IL | 09/2021 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 09/2021 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 09/2021 | Present |
RENTAL HOUSE POSITION: co-owner of the rental property NATURE: Rental property (residential) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2011 ADDRESS: 14891 Summerbreeze Way, San Diego CA 92128, United States DESCRIPTION: Tenant management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-14 |
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