AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JC

John H. Crotts

Some features on this profile are disabled
CRD#: 57772
JC

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.

John Hoyle Crotts, who also goes by John Hoyle Crotts Jr, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1968. John had worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 1 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Hoyle Crotts Jr

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

February 6, 2018 - November 9, 2018

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
NEWPORT NEWS, VA
Past

July 24, 2015 - February 28, 2018

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA
CRD#: 611
GLEN ALLEN, VA
Past

July 6, 2015 - February 28, 2018

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
GLEN ALLEN, VA
Past

November 23, 2009 - August 2, 2013

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
RICHMOND, VA
Past

November 17, 2009 - August 2, 2013

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
RICHMOND, VA
Past

March 26, 2007 - June 11, 2009

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
NORFOLK, VA
Past

March 26, 2007 - June 11, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NORFOLK, VA
Past

May 1, 2006 - March 28, 2007

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
CHESAPEAKE, VA
Past

February 11, 2004 - March 28, 2006

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
VIRGINIA BEACH, VA
Past

February 11, 2004 - March 28, 2006

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
VIRGINIA BEACH, VA
Past

April 17, 2003 - October 10, 2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

October 5, 2001 - October 8, 2002

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
CHESAPEAKE, VA
Past

December 8, 2000 - October 8, 2002

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

June 24, 1997 - November 30, 2000

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

June 24, 1997 - November 30, 2000

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

May 17, 1995 - January 29, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

May 17, 1995 - January 29, 1997

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

December 17, 1992 - June 30, 1994

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178
FORT WAYNE, IN
Past

May 22, 1992 - October 30, 1992

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

May 8, 1991 - May 11, 1992

FORTH FINANCIAL SECURITIES, CORPORATION

BD
CRD#: 14363
RICHMOND, VA
Past

May 27, 1987 - May 20, 1991

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

July 10, 1968 - April 6, 1987

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833

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
IAR
Series 65
Date: 10/27/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/2/1968
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


AF
ALLSTATE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL SERVICES, LLC | LSA SECURITIES, INC. | LAUGHLIN GROUP ADVISORS, INC. | ALLSTATE FINANCIAL SERVICES, LLC OF DELAWARE | ALLSTATE FINANCIAL SERVICES, LLC D/B/A LSA SECURITIES

CRD#: 18272 / SEC#: , 8-36365

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508-1380
Mailing Address
Po Box 83271, Lincoln, NE 68501-3271
Phone number
(877) 232-2142
Established
Delaware since 11/01/1999
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ALLSTATE INSURANCE COMPANYOWNER
BOUDREAU, JOHN DOUGLASCHIEF COMPLIANCE OFFICER, VICE PRESIDENT AND EXECUTIVE REPRESENTATIVE6357880
DELANEY, SCOTT SULLIVANPRESIDENT AND CHIEF EXECUTIVE OFFICER2978681
LANSPA, PAUL DONALDCHIEF OPERATING OFFICER6449159
MUELLER, DAVID JOHNGENERAL COUNSEL AND SECRETARY7807045
NELSON, MARY KRISCHAIRMAN OF THE BOARD2464654
SWEENEY, MICHAEL DANIELAML OFFICER2026113
WHITCOMB, MICHAEL JAMESFINOP7495756

Disclosures


Regulatory Event4
Arbitration1

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 SERVICES, LLC

CRD#: 18272

TRUST BUT VERIFY

Monitor John Crotts

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics