RB

Russell H. Blanchard

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CRD#: 2066638
RB

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.

Russell Henry Blanchard, who also goes by Russell Henry Blanchard Jr, Russell Henry Blanchard Jr, was a registered financial professional .

Russell is a previously registered financial professional and started their career in finance in 1990. Russell had worked at 15 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Russell Henry Blanchard Jr | Russell Henry Blanchard Jr

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.

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

August 27, 2018 - June 5, 2019

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
The Woodlands, TX
Past

August 27, 2018 - June 5, 2019

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
The Woodlands, TX
Past

January 3, 2017 - June 19, 2018

LINCOLN INVESTMENT

BD
CRD#: 519
The Woodlands, TX
Past

August 11, 2014 - July 17, 2018

LEGEND ADVISORY, LLC

RIA
CRD#: 104761
THE WOODLANDS, TX
Past

August 7, 2014 - January 3, 2017

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
The Woodlands, TX
Past

December 1, 2011 - August 7, 2014

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
HOUSTON, TX
Past

October 27, 2011 - August 7, 2014

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
HOUSTON, TX
Past

July 6, 2005 - October 14, 2011

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
THE WOODLANDS, TX
Past

July 6, 2005 - October 14, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
THE WOODLANDS, TX
Past

December 2, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

November 9, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
THE WOODLANDS, TX
Past

September 18, 2003 - September 13, 2004

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

September 29, 1998 - August 5, 2003

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
AUSTIN, TX
Past

September 28, 1998 - August 5, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

September 28, 1998 - August 5, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

January 1, 1998 - September 14, 1998

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

August 13, 1997 - January 1, 1998

NATIONSSECURITIES

BD
CRD#: 32542
Past

June 28, 1994 - August 13, 1997

BOATMEN'S INVESTMENT SERVICES, INC.

BD
CRD#: 17533
ST. LOUIS, MO
Past

May 5, 1994 - December 7, 1994

INDEPENDENT FINANCIAL SECURITIES, INC.

BD
CRD#: 19924
Past

June 21, 1990 - May 9, 1994

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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".
AF
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.

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AF
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts280
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.

Company Information


ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524

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