Rajesh Khullar

ALLSTATE FINANCIAL ADVISORS

DOYLESTOWN, PA 18901-2466

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CRD#: 1876319

Professional summary

Rajesh Khullar, who also goes by Raj Khullar, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Doylestown, Pennsylvania and ALLSTATE FINANCIAL SERVICES, LLC located in Plymouth Meeting, Pennsylvania.

Rajesh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Rajesh has worked at 7 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Raj Khullar

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.

KHULLAR PROPERTIES,LLC POSITION: PRESIDENT NATURE: RENTAL PROPERTIES INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 12/21/2017 ADDRESS: 110 STONEY BROOK BLVD, NEWTOWN SQUARE PA 19073, United States DESCRIPTION: COLLECTING RENT, HELP TENANTS WITH ANY PROPERTY MAINTAINENCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rajesh Khullar'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

February 17, 2011 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 252 W Swamp Rd Ste 28, Doylestown, PA 18901-2466

RIA

CRD#: 109524

DOYLESTOWN, PA

Current

February 17, 2011 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 1000 Germantown Pk Ste C2, Plymouth Meeting, PA 19462-2483

CRD#: 18272

Plymouth Meeting, PA

Past

June 22, 2009 - February 8, 2011

NEW ENGLAND SECURITIES

RIA

CRD#: 615

NEWTOWN SQUARE, PA

Past

March 5, 2008 - February 8, 2011

NEW ENGLAND SECURITIES

CRD#: 615

NEWTOWN SQUARE, PA

Past

February 13, 2006 - February 25, 2008

1717 CAPITAL MANAGEMENT COMPANY

RIA

CRD#: 4082

RADNOR, PA

Past

August 5, 2004 - February 25, 2008

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

RADNOR, PA

Past

November 18, 2002 - August 4, 2004

MONY SECURITIES CORPORATION

RIA

CRD#: 4386

BALA CYNWYD, PA

Past

September 3, 1998 - August 4, 2004

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

October 27, 1988 - September 10, 1998

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

October 27, 1988 - September 10, 1998

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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

Colorado
(1/13/2021)

Delaware
(9/20/2024)

Florida
(9/22/2025)

Illinois
(9/22/2025)

Massachusetts
(11/25/2024)

New Jersey
(3/29/2011)

New York
(10/16/2012)

Oklahoma
(9/22/2025)

Pennsylvania
(2/17/2011)

IAR

Pennsylvania
(2/17/2011)

Texas
(5/2/2023)

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 66

Date: 12/29/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/7/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 9/25/2025

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/20/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/24/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 4/15/2009

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/8/1998

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

Rajesh Khullar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rajesh Khullar's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

MONY SECURITIES CORPORATION

MONY SECURITIES CORPORATION

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2000

Series 63

Date: 10/7/1988

Series 52TO

Date: 9/25/2025

SIE

Date: 10/1/2018

Series 7

Date: 10/20/1997

Series 6

Date: 10/24/1988

Series 53

Date: 4/15/2009

Series 24

Date: 6/8/1998

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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