Adams C. Agtarap

ALLSTATE FINANCIAL ADVISORS

Aiea, HI 96701-4917

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CRD#: 4341218

Professional summary

Adams Clemente Agtarap is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Aiea, Hawaii and ALLSTATE FINANCIAL SERVICES, LLC located in Hilo, Hawaii.

Adams is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Adams has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

USATF POSITION: Masters Certified Official NATURE: As a Masters Certified Track and Field Official, I serve at USATF National Championships when selected. Venues are at various host cities in the United States. I pay for my own travel expenses while the host association provides housing and meals. INVESTMENT RELATED: No NUMBER OF HOURS: 9 SECURITIES TRADING HOURS: 0 START DATE: 09/03/2024 ADDRESS: 1331 Makani St., Hilo HI 96720, United States DESCRIPTION: As a USATF Masters Certified Track and Field Official, I provide officiating services at National Championship Meets, when selected. The host association may provide a stipend for services. They usually provide housing and meals for traveling officials.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adams Clemente Agtarap'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

September 5, 2024 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 98-029 Hakaha St Ste 5, Aiea, HI 96701-4917

RIA

CRD#: 109524

Aiea, HI

Current

September 5, 2024 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 680 Manono St, Hilo, HI 96720-4456

CRD#: 18272

Hilo, HI

Past

January 16, 2017 - February 20, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Honolulu, HI

Past

March 18, 2016 - February 20, 2024

MORGAN STANLEY

CRD#: 149777

Honolulu, HI

Past

April 2, 2001 - March 29, 2016

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

HILO, HI

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".

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.

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

Hawaii
(9/5/2024)

IAR

Hawaii
(9/5/2024)

Oregon
(10/17/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/14/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/2/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/26/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/31/2001

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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 Accounts	280
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.

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Firm Stability Insights

Adams C. Agtarap

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adams Clemente Agtarap's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

BANCWEST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2017

Series 63

Date: 2/2/2002

SIE

Date: 10/1/2018

Series 7

Date: 5/26/2007

Series 6

Date: 3/31/2001

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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