SB
Stephen M. Bair
ALLSTATE FINANCIAL ADVISORS
FOUNTAIN INN, SC 29644-1929
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CRD#: 5001810
SB
Professional summary
Stephen Mark Bair, who also goes by Stephen M Bair, Mark Bair, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Fountain Inn, South Carolina and ALLSTATE FINANCIAL SERVICES, LLC located in Mauldin, South Carolina.
Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Stephen has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stephen M Bair | Mark Bair
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.
EVERLAKE ASSURANCE COMPANY (FORMERLY ALLSTATE ASSURANCE COMPANY), EVERLAKE LIFE INSURANCE COMPANY, LINCOLN BENEFIT LIFE, WILTON RE (FORMERLY ALLSTATE LIFE INSURANCE COMPANY OF NEW YORK) OR THE STANDARD (FORMERLY ALLSTATE BENEFITS/AMERICAN HERITAGE LIFE INSURANCE COMPANY) POSITION: Everlake Assurance Company (formerly Allstate Assurance Company), Everlake Life Insurance Company, Lincoln Benefit Life, Wilton Re (formerly Allstate Life Insurance Company of New York) or The Standard (formerly Allstate Benefits/American Heritage Life Insurance Company) NATURE: trails from life insurance and annuity solutions moved from Allstate Financial in a sale INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/26/2021 ADDRESS: Everlake, 777 Research Dr, Lincoln NE 68501, United States DESCRIPTION: client service
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Mark Bair'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
May 15, 2015 - Present
ALLSTATE FINANCIAL ADVISORS, LLC
Office #1: 112 N Main St, Fountain Inn, SC 29644-1929RIA
CRD#: 109524
FOUNTAIN INN, SC
Current
May 14, 2015 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 14 A W Pointe Blvd, Mauldin, SC 29662-2565BD
CRD#: 18272
Mauldin, SC
Past
May 29, 2008 - October 2, 2014
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
FOUNTAIN INN, SC
Past
January 22, 2008 - October 2, 2014
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
FOUNTAIN INN, SC
Past
March 3, 2006 - August 9, 2007
WADDELL & REED
RIA
CRD#: 866
COLUMBIA, SC
Past
November 15, 2005 - August 9, 2007
WADDELL & REED
BD
CRD#: 866
COLUMBIA, SC
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
California(8/31/2020)
RR
Colorado(12/20/2022)
RR
Florida(4/21/2020)
RR
Georgia(8/29/2017)
RR
Kentucky(8/31/2020)
RR
New York(1/19/2021)
RR
North Carolina(1/27/2020)
RR
Ohio(8/31/2020)
RR
South Carolina(5/14/2015)
IAR
South Carolina(5/15/2015)
RR
Texas(2/9/2021)
RR
Virginia(8/12/2022)
RR
Washington(8/31/2020)
RR
West Virginia(8/31/2020)
RR
Wisconsin(11/9/2020)
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#: 109524Fountain Inn, SC 29644-1929TRUST BUT VERIFY
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