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AF

Alexander D. Florea

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CRD#: 2422118
AF

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.

Alexander Dragos Florea, who also goes by Alex Florea, Alexander Florea, was a registered financial professional .

Alexander is a previously registered financial professional and started their career in finance in 1994. Alexander had worked at 12 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alex Florea | Alexander Florea

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

October 29, 2010 - April 19, 2013

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
SAN JOSE, CA
Past

October 28, 2010 - April 19, 2013

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
SAN JOSE, CA
Past

July 17, 2009 - October 4, 2010

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
SUNNYVALE, CA
Past

July 17, 2009 - October 4, 2010

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
SUNNYVALE, CA
Past

August 3, 2007 - June 18, 2009

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
LOS GATOS, CA
Past

August 3, 2007 - June 18, 2009

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
LOS GATOS, CA
Past

February 8, 2005 - August 1, 2007

WESCOM FINANCIAL SERVICES

BD
CRD#: 125650
SANTA CLARA, CA
Past

July 9, 2001 - February 15, 2005

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

July 3, 2000 - May 17, 2001

NEXT ADVISORS SECURITIES

BD
CRD#: 39282
SAN JOSE, CA
Past

May 1, 1998 - June 28, 2000

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

January 29, 1998 - May 1, 1998

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

July 20, 1994 - January 20, 1998

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

April 6, 1994 - July 25, 1994

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

January 1, 1994 - March 22, 1994

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 1, 1994 - March 22, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
RR
IAR
Series 66
Date: 7/13/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/29/2000
General Securities Principal Examination

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

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 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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