AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BS

Brian E Sharp

ALLSTATE FINANCIAL SERVICES
Mayfield Heights, OH
·CRD# 3213315·27 years experience

Professional Summary

Brian E Sharp, who also goes by Brian Eugene Sharp, is a registered financial advisor currently at ALLSTATE FINANCIAL SERVICES, LLC located in Mayfield Heights, Ohio. Brian is registered as a RR (Registered Representative) and started their career in finance in 1999. Brian has worked at 2 firms and has passed the SIE and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Brian Eugene Sharp

Blog Corner

Similar Advisors

BK
Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#
View profile
AA
Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#
JM
James Magyari

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

BK
Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#
AA
Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#
JM
James Magyari

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

BK
Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#
AA
Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#
JM
James Magyari

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

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.

Similar Advisors

BK
Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#
AA
Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#
JM
James Magyari

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

Years of Experience

27 years in the financial services industry

Current & Past Employments

ALLSTATE FINANCIAL SERVICES, LLC·CRD# 18272
BD
1438 Som Center Rd Ste 100, Mayfield Heights, OH 44124-2111
October 25, 2012 - Present
STATE FARM VP MANAGEMENT CORP.·CRD# 43036
BD
Bloomington, IL
May 18, 1999 - July 13, 2012

Similar Advisors

BK
Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#
AA
Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#
JM
James Magyari

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

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)

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

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ALLSTATE INSURANCE COMPANYOWNER—
BOUDREAU, JOHN DOUGLASCHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE, FINOP6357880
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

Disclosures

Regulatory Event

4

Arbitration

1

Similar Advisors

BK
Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#
AA
Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#
JM
James Magyari

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

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.

Similar Advisors

BK
Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#
AA
Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#
JM
James Magyari

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(3/30/2020)
RR
Ohio
(10/29/2012)

Exams

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

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1999About the Series 6 exam
FINRA
SRO Registrations

Similar Advisors

BK
Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#
AA
Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#
JM
James Magyari

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Brian E Sharp's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

BK
Boris Markovich Kagarlitskiy

KEY INVESTMENT SERVICES LLC

UNIVERSITY HEIGHTS, OH · CRD#
AA
Ashley Nicole Arsena

CLEVELAND WEALTH, LLC

CLEVELAND, OH · CRD#
JM
James Magyari

COMMONWEALTH FINANCIAL NETWORK

Solon, OH · CRD#
BS
Follow Brian
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required