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OC

Oliver C. Chamberlain

Some features on this profile are disabled
CRD#: 2930958
OC

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.

Oliver Clinton Chamberlain, who also goes by Oliver Clinton Chamberlain, Oliver Chamberlain, was a registered financial professional .

Oliver is a previously registered financial professional and started their career in finance in 2020. Oliver had worked at 5 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Oliver Clinton Chamberlain | Oliver Chamberlain

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.
CHAMBERLAIN ADVISORY GROUP POSITION: owner/agent NATURE: managing and maintaining a book of life and health insurance business (residual commissions) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2007 ADDRESS: 491 Baltimore Pike, 440, Springfield PA 19064, United States DESCRIPTION: Maintaining certifications as required to receive trailing commissions and renewals

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

May 21, 2025 - September 30, 2025

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Philadelphia, PA
Past

September 23, 2024 - September 30, 2025

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Philadelphia, PA
Past

February 24, 2023 - July 2, 2024

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
SPRINGFIELD, PA
Past

February 1, 2022 - November 30, 2022

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Springfield, PA
Past

November 6, 2020 - December 9, 2021

SOUND INCOME STRATEGIES, LLC

RIA
CRD#: 173272
Springfield, PA

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
Series 63
Date: 10/10/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/10/2020
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/23/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/6/2024
Securities Industry Essentials 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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