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RI

Robert George Inwright

CRD# 2854066·Registered 1997 - 2019
Previously Registered: Being a previously registered professional could mean that Robert 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.

Professional Summary

Robert George Inwright, who also goes by Bob Inwright, Robert George Inwright, Robert G Inwright, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1997 - 2019. Robert had worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bob Inwright, Robert George Inwright, Robert G Inwright

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

29 years in the financial services industry

Current & Past Employments

ALLSTATE FINANCIAL ADVISORS, LLC·CRD# 109524
RIA
Charlotte, NC
October 26, 2018 - September 5, 2019
ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
Charlotte, NC
October 22, 2018 - September 5, 2019
BAY FINANCIAL ADVISORS, INC.·CRD# 130576
RIA
Athens, GA
April 27, 2016 - October 24, 2017
LPL FINANCIAL LLC·CRD# 6413
RIA
Chamblee, GA
December 22, 2015 - October 1, 2018
LPL FINANCIAL LLC·CRD# 6413
BD
Chamblee, GA
December 17, 2015 - October 1, 2018
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Athens, GA
October 27, 2015 - December 22, 2015
SUMMIT BROKERAGE SERVICES, INC.·CRD# 34643
BD
Athens, GA
September 17, 2015 - December 22, 2015
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC·CRD# 124446
RIA
Athens, GA
December 12, 2011 - November 13, 2015
J.P. TURNER & COMPANY, L.L.C.·CRD# 43177
BD
Athens, GA
December 9, 2011 - September 29, 2015
VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
RIA
Atlanta, GA
March 26, 2003 - December 22, 2011
VALIC FINANCIAL ADVISORS, INC.·CRD# 42803
BD
Atlanta, GA
May 21, 2002 - December 22, 2011
DUNWOODY BROKERAGE SERVICES, INC.·CRD# 31183
BD
Atlanta, GA
April 23, 1997 - June 26, 2002
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED·CRD# 14538
BD
Tampa, FL
March 27, 1997 - April 11, 1997

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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 - SEC (11/21/2007 Approved)

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

# of Employees

341

SEC notice filing (49 States and Territories)

Registered to provide investment advisory services in 49 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2026 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

493

AUM (Assets Under Management)

$142,352,226

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2003About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 1997About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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RI
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