Robert C. Lewis
Professional summary
Robert Clarence Lewis, who also goes by Robert Cladrence Lewis, is a registered financial professional currently at ALLSTATE FINANCIAL SERVICES, LLC located in Brandon, Florida.
Robert is registered as a RR (Registered Representative) and started their career in finance in 1988. Robert has worked at 11 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Robert Clarence Lewis's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 10, 2004 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 216 E Robertson St, Brandon, FL 33511-5235December 3, 2003 - September 28, 2004
VALIC FINANCIAL ADVISORS, INC.
April 17, 2002 - December 4, 2003
TRIAD ADVISORS LLC
May 13, 1999 - December 6, 2001
CITISTREET EQUITIES LLC
April 16, 1998 - April 5, 1999
CENTENNIAL CAPITAL MANAGEMENT, INC.
June 1, 1994 - June 25, 1996
UBS FINANCIAL SERVICES INC.
June 7, 1993 - June 6, 1994
NATIONSSECURITIES
March 31, 1992 - June 7, 1993
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 9, 1990 - March 31, 1992
NATIONSBANC SECURITIES OF GEORGIA, INC.
May 14, 1988 - October 11, 1990
LEHMAN BROTHERS INC.
January 20, 1988 - May 14, 1988
E. F. HUTTON & COMPANY INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/9/2023)
(9/10/2004)
(11/22/2024)
Exams
FINRA
Current Firm
ALLSTATE FINANCIAL SERVICES, LLC
CRD#: 18272 / SEC#: , 8-36365
Contact information
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLSTATE INSURANCE COMPANY | OWNER | |
| BOUDREAU, JOHN DOUGLAS | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE | 6357880 |
| DELANEY, SCOTT SULLIVAN | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 2978681 |
| LANSPA, PAUL DONALD | CHIEF OPERATING OFFICER | 6449159 |
| MUELLER, DAVID JOHN | GENERAL COUNSEL AND SECRETARY | 7807045 |
| NELSON, MARY KRIS | CHAIRMAN OF THE BOARD | 2464654 |
| SWEENEY, MICHAEL DANIEL | AML OFFICER | 2026113 |
| WHITCOMB, MICHAEL JAMES | FINOP | 7495756 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 1 |
Red Flags
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