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Employer firm

Allstate Financial Advisors, LLC CRD 109524

$142M regulatory AUM

Reported services (Item 5G)

  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Allstate Financial Advisors, Llc

151 N 8Th Street, Suite 450, Lincoln, NE 68508 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-11-08
  • CA RA
    APPROVED
    Since 2019-11-08

Branch Locations

617 Veterans Blvd Ste 215, Redwood City, CA 94063-1419 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moneycents Foster City CA 01/2015 Present
Waddell & Reed Inc San Mateo CA 05/2015 02/2018
Various Insurance Carriers For W&R Insurance Agencies Foster City CA 10/2015 02/2018
Allstate Insurance Co Northbrook IL 10/2019 Present
Allstate Financial Advisors Llc Lincoln NE 10/2019 Present
Allstate Financial Services Llc Lincoln NE 10/2019 Present
  • 01/2015 → Present
    Moneycents
    Foster City, CA
  • 05/2015 → 02/2018
    Waddell & Reed Inc
    San Mateo, CA
  • 10/2015 → 02/2018
    Various Insurance Carriers For W&R Insurance Agencies
    Foster City, CA
  • 10/2019 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 10/2019 → Present
    Lincoln, NE
  • 10/2019 → Present
    Allstate Financial Services Llc
    Lincoln, NE
Previous Registrations
  • 2015-09-02 → 2018-02-06
    Waddell & Reed
    San Mateo, CA
    Seattle, WA
Other Businesses

01/2015-Present; Moneycents; Foster City, Ca; Investment Related: N; Education; Secretary; 12 Hrs/Mon; 0 Sec Hrs/Day. 10/2015-Present; Various Insurance Carriers for W&R Insurance Agencies; Foster City, CA; Investment Related; Insurance Sales; Insurance Agent. RENTAL PROPERTIES POSITION: Owner NATURE: Rental Properties403 Main St. #518N, San Francisco2915 Leotar Circle, Santa Cruz INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2013 ADDRESS: 547 Trinidad Lane, Foster City CA 94404, United States DESCRIPTION: I manage a few rental properties with the help of realtors in the area. RENTAL PROPERTIES POSITION: Owner NATURE: Rental Properties403 Main St. #518N, San Francisco2915 Leotar Circle, Santa Cruz 547 Trinidad Lane, Foster City INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2013 ADDRESS: 12507 Jacksonville Ave., Bakersfield CA 93312, United States DESCRIPTION: I manage a few rental properties with the help of realtors in the area.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-02
  • S66 Uniform Combined State Law Examination
    2015-09-02
Other Names
  • Joyce Marie Boyle
  • Joyce Marie Cave

View on SEC IAPD

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