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MN

Mark Narrell

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CRD#: 5460742
MN
Mark Narrell

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.

Mark Narrell, who also goes by Adam Narrell, Mark A Narrell, Mark Adam Narrell, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2008. Mark had worked at 7 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Aliases

Adam Narrell | Mark A Narrell | Mark Adam Narrell

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

April 27, 2026 - July 8, 2026

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Guntersville, AL
Past

February 20, 2026 - July 8, 2026

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Guntersville, AL
Past

January 21, 2014 - June 4, 2018

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
GUNTERSVILLE, AL
Past

January 16, 2013 - January 21, 2014

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
GUNTERSVILLE, AL
Past

January 16, 2013 - June 4, 2018

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
GUNTERSVILLE, AL
Past

October 6, 2010 - January 2, 2013

OSAIC INSTITUTIONS, INC.

RIA
CRD#: 35371
GUNTERSVILLE, AL
Past

October 6, 2010 - January 2, 2013

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
GUNTERSVILLE, AL
Past

November 16, 2009 - October 20, 2010

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
HUNTSVILLE, AL
Past

June 15, 2009 - October 20, 2010

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HUNTSVILLE, AL
Past

January 15, 2008 - April 8, 2009

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
HUNTSVILLE, AL

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: 3/27/2026
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/14/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/10/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/20/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/22/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/22/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/14/2008
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)

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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