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PG

Paul E. Gresham

ALLSTATE FINANCIAL ADVISORS
St Petersburg, FL 33714-2436
Some features on this profile are disabled
CRD#: 6841561
PG
Paul Edward Gresham IIALLSTATE FINANCIAL ADVISORS

Professional summary

Paul Edward Gresham II, who also goes by Paul Edward Gresham II, Paul Gresham, Paul Edward Gresham, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in St Petersburg, Florida and ALLSTATE FINANCIAL SERVICES, LLC located in St Petersburg, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Paul has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

Paul Edward Gresham Ii | Paul Gresham | Paul Edward Gresham

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.
1) 04/23/2025-Prudential Advisors-Financial Professional-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 04/23/2025-160hrs/mth-160hrs/mth during trading 2) 04/23/2025-PAUL GRESHAM-Financial Professional-Non-Variable Insurance/Insurance Agency-Inv related-At Palm Harbor, FL-Start date 04/23/2025-160hrs/mth-160hrs/mth during trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Edward Gresham II'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

July 27, 2026 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 5301 34th St N, St Petersburg, FL 33714-2436
RIA
CRD#: 109524
St Petersburg, FL
Current

July 23, 2026 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 5301 34th St N, St Petersburg, FL 33714-2436
BD
CRD#: 18272
St Petersburg, FL
Past

April 28, 2025 - January 27, 2026

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
TAMPA, FL
Past

April 25, 2025 - January 27, 2026

LPL ENTERPRISE, LLC

BD
CRD#: 8733
TAMPA, FL
Past

September 27, 2018 - December 20, 2022

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA
CRD#: 107319
St. Petersburg, FL
Past

September 20, 2018 - December 20, 2022

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
ST. PETERSBURG, FL
Past

December 18, 2017 - August 15, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
TAMPA, FL
Past

December 15, 2017 - August 15, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TAMPA, FL

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
Florida
(7/23/2026)
IAR
Florida
(7/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/21/2017
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: 12/15/2017
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)

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#: 109524St Petersburg, FL 33714-2436

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