JM
John S. Mcmillian
ALLSTATE FINANCIAL ADVISORS
Lake Charles, LA 70607-1733
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CRD#: 4640570
JM
Professional summary
John Steven Mcmillian, who also goes by John Mcmillian, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Lake Charles, Louisiana and ALLSTATE FINANCIAL SERVICES, LLC located in Lake Charles, Louisiana.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. John has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Mcmillian
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.
1. TRAVIS DEVELOPMENT, INC 3600 COMMON STREET, SUITE 300 LAKE CHARLES, LA 70607 NON INVESTING RELATED PRESIDENT OVERALL MANAGEMENT THOUGH COMPANY IS IN ACTIVE. IR IS A SHELL COMPANY. HOME BASED BUSINESS. 1% 2.TRAVIS HOLDINGS, LLC. 50% OWNER. 4309 COMMON ST, LAKE CHARLES, LA 70607. MANAGE OPERATIONS AND FINANCIAL ADMINISTRATION. DEVOTES LESS THAN 5% OF TIME TO BUS. NOT INVESTMENT RELATED. 3. M & A CAPITAL, LLC. PARTNER. 3600 COMMON ST STE 300, LAKE CHARLES, LA 70607. PURCHASING INCOME PROPERTIES BOTH RESIDENTIAL AND COMMERCIAL. DUTIES: BUY, RENOVATE & LEASE INCOME PROPERTIES. TIME DEVOTED >2%. NOT INVESTMENT RELATED. EVERLAKE POSITION: Agent NATURE: Insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2025 ADDRESS: 777 Research Drive, Lincoln NE 68501, United States DESCRIPTION: Service life and annuity accounts
CRS (Client Relationship Summary) - RIA
Click below to view John Steven Mcmillian's 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®
NoneExperience
Current
January 21, 2022 - Present
ALLSTATE FINANCIAL ADVISORS, LLC
Office #1: 3600 Common St Ste 300, Lake Charles, LA 70607-1733RIA
CRD#: 109524
Lake Charles, LA
Current
October 10, 2003 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 3600 Common St Ste 300, Lake Charles, LA 70607-1733BD
CRD#: 18272
Lake Charles, LA
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
RR
Louisiana(10/13/2003)
IAR
Louisiana(1/21/2022)
RR
Texas(9/8/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 280 |
| AUM (Assets Under Management) | $ 82,015,793 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524Lake Charles, LA 70607-1733TRUST BUT VERIFY
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