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CB

Coleton T. Boone

Some features on this profile are disabled
CRD#: 6528448
CB

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.

Coleton Taylor Boone, who also goes by Coleton Taylor Boone, Coleton Boone, was a registered financial professional .

Coleton is a previously registered financial professional and started their career in finance in 2016. Coleton had worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Coleton Taylor Boone | Coleton Boone

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.
MACRO 1 INC POSITION: Owner NATURE: Boutique Gym INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 03/04/2020 ADDRESS: 7808 Rea Rd, Suite G-5, charlotte NC 28277, United States DESCRIPTION: owner/operator U+BAR SOLUTIONS, INC POSITION: CFO NATURE: Mobile Application that provides On Demand Talent INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 15 START DATE: 09/17/2019 ADDRESS: 9316 US HWY 70W, Clayton NC 27520, United States DESCRIPTION: keep up with books. balance sheet/income statement. financial projections and cash flows. TRIPLE CROWN REALTY & INVESTMENTS POSITION: owner/vice-president NATURE: Finding properties/houses toflip INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 05/03/2021 ADDRESS: 9006 Loch Glen Way, Charlotte NC 28278, United States DESCRIPTION: After a property is found. I negotiate a purchase price. Then will be doing minor renovations (if needed) to resale home or property. Some properties will be kept as rental properties in the future. TEARS & EARS LLC POSITION: vice president NATURE: Rental properties. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 07/15/2021 ADDRESS: PO Box 1326, Richlands NC 28574, United States DESCRIPTION: Discuss and strategically implement, ideas/plans for the purchase and management of vacation rentals.

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

March 6, 2018 - October 7, 2022

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Granite Quarry, NC
Past

March 6, 2018 - October 7, 2022

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Granite Quarry, NC
Past

February 1, 2017 - September 28, 2017

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CHARLOTTE, NC
Past

February 1, 2017 - September 28, 2017

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHARLOTTE, NC
Past

September 14, 2016 - January 4, 2017

WADDELL & REED

RIA
CRD#: 866
CHARLOTTE, NC
Past

August 23, 2016 - January 4, 2017

WADDELL & REED

BD
CRD#: 866
CHARLOTTE, NC
Past

February 3, 2016 - August 2, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CHARLOTTE, NC

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: 9/14/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/25/2016
Uniform Securities Agent 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: 2/3/2016
General Securities 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)

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#: 109524

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