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MK

Michael Khoury

ALLSTATE FINANCIAL ADVISORS
Long Beach, CA 90815-1370
Some features on this profile are disabled
CRD#: 6364987
MK

Professional summary

Michael Khoury is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Long Beach, California and ALLSTATE FINANCIAL SERVICES, LLC located in Long Beach, California.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Michael has worked at 3 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"?
Yes

Aliases

None

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 (KHOURY INSURANCE AGENCY, INC) POSITION: Owner NATURE: Sale of insurance including approved brokerage arrangements INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2018 ADDRESS: 5001 Airport Plaza Dr Ste 205, Long Beach CA 90815-1370, United States DESCRIPTION: Management of insurance agency

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Khoury'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

October 17, 2018 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 5001 Airport Plaza Dr Ste 205, Long Beach, CA 90815-1370
RIA
CRD#: 109524
Long Beach, CA
Current

October 17, 2018 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 5001 Airport Plaza Dr Ste 205, Long Beach, CA 90815-1370
BD
CRD#: 18272
Long Beach, CA
Past

July 25, 2017 - July 19, 2018

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
TUSTIN, CA
Past

July 29, 2014 - July 19, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
TUSTIN, 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
California
(10/17/2018)
IAR
California
(10/17/2018)
RR
Florida
(4/9/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/19/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/15/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/19/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/22/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/29/2014
Investment Company Products/Variable Contracts 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#: 109524Long Beach, CA 90815-1370

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