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MN

Michael S. Nevins

ALLSTATE FINANCIAL ADVISORS
San Pedro, CA 90731-3603
Some features on this profile are disabled
CRD#: 5736808
MN

Professional summary

Michael Scott Nevins, who also goes by Mike Nevins, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in San Pedro, California and ALLSTATE FINANCIAL SERVICES, LLC located in San Pedro, California.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mike Nevins

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.
ALLSTATE INSURANCE COMPANY (PORTS O CALL INSURANCE SERVICES) POSITION: Owner NATURE: Sale of insurance including approved brokerage arrangements INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2012 ADDRESS: 823 W 9th St, San Pedro CA 90731-3603, United States DESCRIPTION: Management of insurance agency

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Nevins'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

March 6, 2012 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 823 W 9th St, San Pedro, CA 90731-3603
RIA
CRD#: 109524
San Pedro, CA
Current

March 6, 2012 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 823 W 9th St, San Pedro, CA 90731-3603
BD
CRD#: 18272
San Pedro, CA
Past

April 7, 2010 - August 2, 2010

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
ENCINO, CA
Past

January 1, 2010 - August 2, 2010

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
ENCINO, CA

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
Arizona
(6/10/2025)
RR
California
(3/6/2012)
IAR
California
(3/6/2012)
RR
Nebraska
(1/31/2024)
RR
Oregon
(12/8/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/5/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2009
General Securities Representative Examination
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)
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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#: 109524San Pedro, CA 90731-3603

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