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Luis Gonzalez

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CRD#: 224957
LG

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.

Luis Gonzalez was a registered financial professional .

Luis is a previously registered financial professional and started their career in finance in 1973. Luis had worked at 15 firms and has passed the Series 66 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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

January 22, 2013 - August 13, 2013

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
CORAL GABLES, FL
Past

April 9, 2012 - November 29, 2012

NEW ENGLAND SECURITIES

BD
CRD#: 615
MIAMI, FL
Past

November 14, 2011 - March 5, 2012

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
WEST MIAMI, FL
Past

November 8, 2011 - March 5, 2012

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
WEST MIAMI, FL
Past

June 21, 2010 - December 2, 2011

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MIAMI, FL
Past

June 16, 2010 - December 2, 2011

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
MIAMI, FL
Past

May 29, 2007 - July 17, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
DORAL, FL
Past

May 29, 2007 - July 17, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
DORAL, FL
Past

November 30, 2005 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
MIAMI, FL
Past

November 29, 2005 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
MIAMI, FL
Past

November 12, 2001 - December 7, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
MIAMI, FL
Past

November 12, 2001 - December 7, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 1, 1997 - November 13, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 8, 1997 - July 30, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

October 1, 1996 - July 9, 1997

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

April 19, 1996 - September 27, 1996

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

March 21, 1996 - April 11, 1996

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

February 8, 1995 - February 23, 1996

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

February 8, 1995 - February 23, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

July 12, 1994 - March 24, 1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

July 12, 1994 - March 24, 1995

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

February 11, 1982 - February 1, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

March 19, 1973 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ

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
RR
IAR
Series 66
Date: 5/20/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 3/10/1973
Registered Representative Examination

Current Firm


AF
ALLSTATE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL SERVICES, LLC | LSA SECURITIES, INC. | LAUGHLIN GROUP ADVISORS, INC. | ALLSTATE FINANCIAL SERVICES, LLC OF DELAWARE | ALLSTATE FINANCIAL SERVICES, LLC D/B/A LSA SECURITIES

CRD#: 18272 / SEC#: , 8-36365

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508-1380
Mailing Address
Po Box 83271, Lincoln, NE 68501-3271
Phone number
(877) 232-2142
Established
Delaware since 11/01/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ALLSTATE INSURANCE COMPANYOWNER
BOUDREAU, JOHN DOUGLASCHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE6357880
DELANEY, SCOTT SULLIVANPRESIDENT AND CHIEF EXECUTIVE OFFICER2978681
LANSPA, PAUL DONALDCHIEF OPERATING OFFICER6449159
MUELLER, DAVID JOHNGENERAL COUNSEL AND SECRETARY7807045
NELSON, MARY KRISCHAIRMAN OF THE BOARD2464654
SWEENEY, MICHAEL DANIELAML OFFICER2026113
WHITCOMB, MICHAEL JAMESFINOP7495756

Disclosures


Regulatory Event4
Arbitration1

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 SERVICES, LLC

CRD#: 18272

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