Kevin J. Fox

ALLSTATE FINANCIAL ADVISORS

Santee, CA 92071-2692

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CRD#: 1888172

Professional summary

Kevin Jeremy Fox, CFP® is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Santee, California and ALLSTATE FINANCIAL SERVICES, LLC located in Santee, California.

Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Kevin has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 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 Kevin Jeremy Fox'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®

CFP^®

Certified Financial Planner

Experience

Current

October 23, 2025 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 9600 Cuyamaca St , Ste 204, Santee, CA 92071-2692

RIA

CRD#: 109524

Santee, CA

Current

October 23, 2025 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 9600 Cuyamaca St Ste 204, Santee, CA 92071-2692

CRD#: 18272

Santee, CA

Past

April 8, 2025 - April 29, 2025

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

SAN DIEGO, CA

Past

April 8, 2025 - April 29, 2025

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SAN DIEGO, CA

Past

April 8, 2025 - April 29, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SAN DIEGO, CA

Past

November 12, 2020 - April 29, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

SAN DIEGO, CA

Past

March 8, 2019 - April 29, 2025

CETERA ADVISORS LLC

CRD#: 10299

SAN DIEGO, CA

Past

March 2, 2016 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

SAN DIEGO, CA

Past

February 23, 2016 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

February 21, 2008 - December 21, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAN DIEGO, CA

Past

February 20, 2008 - December 21, 2015

LPL FINANCIAL LLC

CRD#: 6413

SAN DIEGO, CA

Past

November 8, 1999 - February 7, 2008

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SAN DIEGO, CA

Past

December 15, 1988 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

SAN DIEGO, CA

Past

December 15, 1988 - February 7, 2008

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SAN DIEGO, CA

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

California
(10/23/2025)

IAR

California
(10/23/2025)

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: 8/13/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/16/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/14/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 5/12/1998

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/6/1998

General Securities Sales Supervisor - Options Module 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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Advisor Monitoring

Firm Stability Insights

Kevin J. Fox

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Jeremy Fox's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

CETERA INVESTMENT SERVICES LLC

CETERA FINANCIAL SPECIALISTS LLC

CETERA WEALTH SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

CETERA ADVISORS LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/1999

Series 63

Date: 6/16/1997

SIE

Date: 10/1/2018

Series 7

Date: 9/17/1996

Series 6

Date: 12/14/1988

Series 10

Date: 5/12/1998

Series 9

Date: 4/6/1998

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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