John W. Mcgilchrist

ALLSTATE FINANCIAL ADVISORS

Marietta, GA 30066-0018

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CRD#: 1029958

Professional summary

John Winston Mcgilchrist is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Marietta, Georgia and ALLSTATE FINANCIAL SERVICES, LLC located in Marietta, Georgia.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. John has worked at 14 firms and has passed the Series 65, Series 66, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Winston Mcgilchrist's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 30, 2013 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 3417 Canton Rd Bldg 7, Marietta, GA 30066-0018

RIA

CRD#: 109524

Marietta, GA

Current

July 30, 2013 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 3417 Canton Rd Bldg 7, Marietta, GA 30066-0018

CRD#: 18272

Marietta, GA

Past

January 4, 2011 - February 22, 2013

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

ATLANTA, GA

Past

June 16, 2010 - February 22, 2013

PRINCIPAL SECURITIES, INC.

CRD#: 1137

ATLANTA, GA

Past

May 21, 2010 - May 25, 2010

PRINCIPAL SECURITIES, INC.

CRD#: 1137

ATLANTA, GA

Past

April 21, 2006 - June 23, 2010

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

ATLANTA, GA

Past

March 23, 2004 - April 3, 2006

RESOURCE HORIZONS GROUP LLC

RIA

CRD#: 104368

MARIETTA, GA

Past

February 27, 2004 - April 3, 2006

RESOURCE HORIZONS GROUP LLC

CRD#: 104368

MARIETTA, GA

Past

December 12, 2001 - June 5, 2003

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

October 8, 1998 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

October 8, 1998 - August 15, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

April 30, 1996 - September 4, 1998

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

May 12, 1995 - December 12, 1995

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

January 26, 1993 - February 3, 1995

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

February 1, 1991 - December 4, 1992

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

September 26, 1985 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

March 7, 1984 - September 11, 1985

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Past

March 16, 1982 - January 27, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(6/11/2018)

California
(7/30/2013)

Georgia
(7/30/2013)

IAR

Georgia
(7/30/2013)

Kentucky
(1/23/2024)

Mississippi
(9/2/2014)

South Carolina
(1/29/2015)

Tennessee
(1/26/2024)

Texas
(8/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/31/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/7/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/25/1987

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 8/9/1985

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/8/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/4/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John W. Mcgilchrist

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Winston Mcgilchrist's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

ALLSTATE FINANCIAL SERVICES, LLC

RESOURCE HORIZONS GROUP LLC

RESOURCE HORIZONS GROUP LLC

CAPITAL BROKERAGE CORPORATION

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, INC.

SENTRA SECURITIES CORPORATION

MONY SECURITIES CORPORATION

VERAVEST INVESTMENTS, INC.

AMERICAN EXPRESS FINANCIAL CORPORATION

LINCOLN FINANCIAL DISTRIBUTORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/2010

Series 66

Date: 1/7/2003

SIE

Date: 10/1/2018

Series 7

Date: 4/25/1987

Series 22

Date: 8/9/1985

Series 6

Date: 3/8/1982

Series 24

Date: 10/4/2002

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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