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DV

Donald A. Victor

Some features on this profile are disabled
CRD#: 4931456
DV

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.

Donald Anthony Victor II, who also goes by Donald A. VIctor II, Donald Anthony Victor, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 2005. Donald had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Donald A. Victor Ii | Donald Anthony Victor

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.

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

March 31, 2016 - February 5, 2018

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Spring, TX
Past

March 31, 2016 - February 5, 2018

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
SUGAR LAND, TX
Past

January 21, 2014 - May 27, 2015

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
ALVIN, TX
Past

November 14, 2013 - May 27, 2015

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ALVIN, TX
Past

October 31, 2013 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
ALVIN, TX
Past

December 17, 2010 - September 12, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
HOUSTON, TX
Past

December 17, 2010 - September 12, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
HOUSTON, TX
Past

November 7, 2008 - November 23, 2010

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
CONROE, TX
Past

October 29, 2008 - November 23, 2010

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
CONROE, TX
Past

March 24, 2008 - June 23, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
THE WOODLANDS, TX
Past

January 18, 2008 - June 23, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
THE WOODLANDS, TX
Past

March 24, 2005 - February 6, 2007

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
HOUSTON, 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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/21/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/1/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/5/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/17/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/23/2005
Investment Company Products/Variable Contracts Representative 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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