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Current Employers
Allstate Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2012-08-28
  • NC RA
    APPROVED
    Since 2012-08-28

Branch Locations

4938 Monroe Rd, Charlotte, NC 28205-4107 • 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
Allstate Insurance Co Northbrook IL 08/2012 Present
Allstate Financial Advisors Llc Lincoln NE 08/2012 Present
Allstate Financial Services Llc Lincoln NE 08/2012 Present
  • 08/2012 → Present
    Allstate Insurance Co
    Northbrook, IL
  • 08/2012 → Present
    Lincoln, NE
  • 08/2012 → Present
    Allstate Financial Services Llc
    Lincoln, NE
Previous Registrations
  • 2002-01-18 → 2011-12-31
    Waddell & Reed
    Mt Airy, NC
    Charlotte, NC
    Charlotte, NC
Other Businesses

--OBA Name: Trailing Commissions Only; Address: N/A; Position: N/A; Investment Related: No; Percent time devoted: 0; Duties: None;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-10-26
S63 Uniform Securities Agent State Law Examination 1987-04-10
  • S65 Uniform Investment Adviser Law Examination
    2000-10-26
  • S63 Uniform Securities Agent State Law Examination
    1987-04-10
Designations
Other Names
  • Charles Edward Forrest
  • Charles Edward Forrest

View on SEC IAPD

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