David
Lewis
Allstate Financial Advisors, LLC
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About this Advisor
David Lewis is a financial advisor operating in West Harrison, New York with 1 year of industry experience. Lewis is an advisor for Allstate Financial Advisors, LLC. Throughout their career, Lewis has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Pruco Securities LLC, The Prudential Insurance Company Of America, Thrivent Investment Management Inc, Mogul Protection Agency, LLC, Franklin Grant Properties, Monroe College, Nylife Securities LLC, New York Life Insurance Company, Bank Of America, N.A, Allstate Insurance Company, David Lerner Associates, Costco Wholesale, Finra and New Rochelle Toyota. Lewis holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Allstate Financial Advisors, LLC is an advisory business that has its headquarters in Lincoln, NE. It has offices in 39 locations and a total of 335 employees. It handles $29 million in assets among its 139 accounts, placing it among the smaller financial advisory firms in the United States by assets under management. Allstate Financial Advisors, Llc provides selection of other advisers. Financial advisory fee schedules vary depending on which service is offered. However, fee types charged by Allstate Financial Advisors, LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allstate Financial Advisors, LLC Brokerage Details
$28,519,077
335
139
$205,173
Investment Advisory Services
- Selection of other advisers
David Lewis Work History
David has been registered as a financial advisor for 1 years.*
Mogul Protection Agency,LLC
Finra
Allstate Insurance Company
New Rochelle Toyota
Pruco Securities LLC
The Prudential Insurance Company Of America
Thrivent Investment Management Inc
Costco Wholesale
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Allstate Insurance Company
Nylife Securities LLC
New York Life Insurance Company
Monroe College
David Lerner Associates
David Lerner Associates
Franklin Grant Properties
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Allstate Financial Advisors, LLC
Chico, CA
Hilton Head Island, SC
Saint George, UT
Las Vegas, NV
Ventura, CA
Newport News, VA
Daly City, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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