Donald E. Wright

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CRD#: 1283913

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Ellison Wright was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1984. Donald had worked at 13 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 30, 2017 - December 31, 2020

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

Centreville, VA

Past

November 30, 2017 - December 31, 2020

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

CENTREVILLE, VA

Past

July 19, 2017 - November 21, 2017

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

VIENNA, VA

Past

April 4, 2017 - November 21, 2017

NYLIFE SECURITIES LLC

CRD#: 5167

VIENNA, VA

Past

April 17, 2015 - December 31, 2015

BNY MELLON SECURITIES CORPORATION

CRD#: 231

WASHINGTON, DC

Past

May 3, 2013 - January 16, 2015

FISHER INVESTMENTS

RIA

CRD#: 107342

RESTON, VA

Past

February 7, 2012 - April 15, 2013

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

MCLEAN, VA

Past

February 7, 2012 - April 15, 2013

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

MCLEAN, VA

Past

October 19, 2007 - December 20, 2010

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

WHEATON, MD

Past

October 19, 2007 - December 20, 2010

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

WHEATON, MD

Past

August 5, 1998 - October 4, 2007

CHEVY CHASE FINANCIAL SERVICES

RIA

CRD#: 14894

SILVER SPRING, MD

Past

June 15, 1998 - October 4, 2007

CHEVY CHASE FINANCIAL SERVICES

CRD#: 14894

SILVER SPRING, MD

Past

April 16, 1996 - May 21, 1998

CRESTAR SECURITIES CORPORATION

CRD#: 17464

RICHMOND, VA

Past

July 29, 1991 - April 10, 1996

BOWLES HOLLOWELL CONNER & CO.

CRD#: 17511

CHARLOTTE, NC

Past

November 30, 1987 - December 6, 1990

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

July 26, 1984 - December 2, 1987

FERRIS, BAKER WATTS, LLC

CRD#: 285

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/19/2017

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/19/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/6/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/22/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/21/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/26/2002

General Securities Principal Examination

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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Advisor Monitoring

Firm Stability Insights

Donald E. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

BNY MELLON SECURITIES CORPORATION

FISHER INVESTMENTS

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

CHEVY CHASE FINANCIAL SERVICES

CHEVY CHASE FINANCIAL SERVICES

CRESTAR SECURITIES CORPORATION

BOWLES HOLLOWELL CONNER & CO.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FERRIS, BAKER WATTS, LLC

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/19/2017

Series 65

Date: 10/19/1995

Series 63

Date: 8/6/1984

Series 7TO

Date: 12/22/2022

SIE

Date: 10/1/2018

Series 7

Date: 7/21/1984

Series 24

Date: 2/26/2002

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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