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RD

Rodolfo Delasierra

ALLSTATE FINANCIAL ADVISORS
Garland, TX 75043-1570
Some features on this profile are disabled
CRD#: 4175237
RD

Professional summary

Rodolfo Delasierra, who also goes by Rodolfo De La Sierra, Rudy De La Sierra, Rodolfo Dela Sierra, Rudy Dela Sierra, Rodolfo Delasierra, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Garland, Texas and ALLSTATE FINANCIAL SERVICES, LLC located in Garland, Texas.

Rodolfo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Rodolfo has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rodolfo De La Sierra | Rudy De La Sierra | Rodolfo Dela Sierra | Rudy Dela Sierra | Rodolfo Delasierra

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.
LIFE INSURANCE TRAILS POSITION: agent NATURE: Life insurance trailing commission from Everlake INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2025 ADDRESS: 3200 Broadway Blvd, Ste 150, Garland TX 75043, United States DESCRIPTION: sales agent receiving trailing commissions for old Allstate book from Everlake

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rodolfo Delasierra's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

March 20, 2019 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 3200 Broadway Blvd Ste 150, Garland, TX 75043-1570
RIA
CRD#: 109524
Garland, TX
Current

March 25, 2019 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 3200 Broadway Blvd Ste 150, Garland, TX 75043-1570
BD
CRD#: 18272
Garland, TX
Past

October 11, 2016 - December 19, 2018

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
ADDISON, TX
Past

March 21, 2016 - December 19, 2018

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
ADDISON, TX
Past

March 27, 2013 - September 16, 2015

TD AMERITRADE CLEARING, INC.

BD
CRD#: 5633
FORT WORTH, TX
Past

June 11, 2012 - March 6, 2013

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

September 20, 2007 - August 1, 2012

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
DALLAS, TX

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.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Texas
(3/20/2019)
RR
Texas
(3/25/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/29/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/31/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/29/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/1/2009
General Securities Principal Examination
SRO Registrations
RR
FINRA

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#: 109524Garland, TX 75043-1570

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