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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Century Investment Services, Inc | Kansas City | MO | 01/2008 | 04/2017 |
| Locorr Distributors Llc | Excelsior | MN | 04/2017 | 05/2018 |
| Advent Capital Management, Llc | New York | NY | 05/2018 | 12/2020 |
| Advent Capital Distributors, Llc | New York | NY | 05/2018 | 12/2020 |
| Allstate Insurance Company | Northbrook | IL | 12/2020 | Present |
| Allstate Financial Services, Llc | Lincoln | NE | 12/2020 | Present |
| Allstate Financial Advisors, Llc | Lincoln | NE | 04/2024 | Present |
TRAILING COMMISSIONS FROM EVERLAKE, WILTON RE, LBL AND THE STANDARD POSITION: Agent NATURE: Servicing Allstate Legacy Business INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 249 BRICK BOULEVARD, BRICK NJ 08723, United States DESCRIPTION: Servicing Allstate Legacy Business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-29 |
| S66 | Uniform Combined State Law Examination | 2004-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-29 |
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