Raymond Arroyo

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → 04/2020
  Allstate Insurance Co
  Willowbrook, IL
• 09/2018 → 04/2020
  Valor Lending
  San Diego, CA
• 04/2020 → 05/2021
  Pruco Securities, Llc
  San Diego, CA
• 04/2020 → 05/2021
  The Prudential Insurance Co. Of America
  San Diego, CA
• 06/2022 → 10/2022
  Securities America, Inc.
  Encinitas, CA
• 06/2021 → 10/2022
  Pfg Advisors
  Encinitas, CA
• 10/2022 → 04/2025
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 04/2021 → 04/2025
  Lawrence Potter Insurance
  San Diego, CA
• 12/2023 → 02/2025
  Queclink Usa
  Carlsbad, CA
• 04/2025 → 08/2025
  Mcadam Llc
  Philadelphia, PA
• 04/2025 → 08/2025
  Madison Avenue Securities, Llc
  San Diego, CA
• 01/2009 → Present
  Ez3 Consulting
  Temecula, CA
• 09/2025 → 08/2026
  Wealthbridge Financial Group
  New York, NY
• 08/2026 → Present
  Allstate Financial Services, Llc
  Lincoln, NE
• 08/2026 → Present
  Allstate Insurance Co
  Northbrook, IL
• 08/2026 → Present
  Allstate Financial Advisor, Llc
  Lincoln, NE

Previous Registrations

• 2025-04-15 → 2025-08-06
  Mcadam Llc
  Temecula, CA
  Radnor, PA
• 2022-11-08 → 2025-04-10
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2021-06-01 → 2022-10-17
  Pfg Advisors
  Encinitas, CA
• 2020-04-14 → 2021-06-15
  Pruco Securities, Llc.
  San Diego, CA
  San Diego, CA
• 2007-06-13 → 2008-04-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Oak Brook, IL

Other Businesses

EZ3 CONSULTING POSITION: Owner NATURE: General business consulting, which includes operations, sales, marketing, strategy. Not financial services related. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2009 ADDRESS: 33670 Summit View Pl, Temecula CA 92592, United States DESCRIPTION: Meet with business owners once per week for 1 -2 hours total to consult on topics such as how to improve operations, sales process, marketing, strategize on direction of company. Not financial services related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-06-12
• S63 Uniform Securities Agent State Law Examination
  2003-04-08

Designations

• Certified Financial Planner

Other Names

• Raymond Arroyo
• Raymond Paul Arroyo
• Raymond Arroyo