SW
Sean E. Wilson
ALLSTATE FINANCIAL ADVISORS
Somers Point, NJ 08244-1774
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CRD#: 6491440
SW
Professional summary
Sean Everett Wilson, who also goes by Sean Wilson, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Somers Point, New Jersey and ALLSTATE FINANCIAL SERVICES, LLC located in Somers Point, New Jersey.
Sean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Sean has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sean Wilson
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.
GO EVENTS POSITION: Caterer/Server NATURE: Catering INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/06/2021 ADDRESS: 777 Harrah's Blvd, Atlantic City NJ 08401, United States DESCRIPTION: Catering of weddings/events. SELLING PERSONAL SPORTS CARD COLLECTION POSITION: Owner NATURE: Online selling of personal sports card collection that I have collected over the years. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/18/2022 ADDRESS: 267 N Garden Ct, Egg Harbor City NJ 08215, United States DESCRIPTION: Online selling of personal sports card collection that I have collected over the years. AMERICAN GENERAL LIFE COMPANIES POSITION: Licensed Sales Producer NATURE: Disability and Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2009 ADDRESS: 267 N Garden Ct, Egg Harbor City NJ 08215, United States DESCRIPTION: Receiving trailing commissions. BEBI LLC - RENTAL PROPERTIES POSITION: N/A NATURE: Rental Properties - 1) 212 E Savannah Rd, Lewes, DE 19958. 2) 301 Cedar St, Lewes, DE 19958. 3) 402 Cedar St, Lewes, DE 19958. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2025 ADDRESS: 212 E Savannah Rd, Lewes DE 19958, United States DESCRIPTION: Collection of rental property income TRAILING COMMISSIONS FROM EVERLAKE & LBL POSITION: Agent NATURE: Servicing Allstate legacy business for Everlake & LBL accounts. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 112 Woodland Ave, Suite 202, Somers Point NJ 08244, United States DESCRIPTION: Servicing customers for Allstate legacy business.
CRS (Client Relationship Summary) - RIA
Click below to view Sean Everett Wilson'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
August 31, 2020 - Present
ALLSTATE FINANCIAL ADVISORS, LLC
Office #1: 112 Woodland Ave Ste 202, Somers Point, NJ 08244-1774RIA
CRD#: 109524
Somers Point, NJ
Current
August 7, 2017 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 112 Woodland Ave Ste 202, Somers Point, NJ 08244-1774BD
CRD#: 18272
Somers Point, NJ
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
Delaware(8/18/2020)
RR
Florida(11/2/2017)
RR
Georgia(11/7/2019)
RR
Maryland(2/8/2023)
RR
New Jersey(8/7/2017)
IAR
New Jersey(8/31/2020)
RR
New York(1/28/2021)
RR
North Carolina(12/15/2020)
RR
Pennsylvania(1/2/2019)
RR
Rhode Island(10/4/2023)
RR
Texas(11/20/2024)
RR
Virginia(9/29/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/9/2021
General Securities Representative ExaminationGeneral 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#: 109524Somers Point, NJ 08244-1774TRUST BUT VERIFY
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