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TL

Trevor K. Litherland

ALLSTATE FINANCIAL ADVISORS
Chicago, IL 60631-3557
Some features on this profile are disabled
CRD#: 732572
TL

Professional summary

Trevor Kene Litherland is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Chicago, Illinois and ALLSTATE FINANCIAL SERVICES, LLC located in Chicago, Illinois.

Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Trevor has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Kene Litherland'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

March 13, 2023 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 8770 W Bryn Mawr Ave Unit 1300, Chicago, IL 60631-3557
RIA
CRD#: 109524
Chicago, IL
Current

July 6, 2006 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 8770 W Bryn Mawr Ave Unit 1300, Chicago, IL 60631-3557
BD
CRD#: 18272
Chicago, IL
Past

September 11, 2003 - June 7, 2006

WORLD EQUITY GROUP, INC.

RIA
CRD#: 29087
ARLINGTON HEIGHTS, IL
Past

September 10, 2003 - June 7, 2006

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
SCHAUMBURG, IL
Past

May 8, 2003 - July 22, 2003

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
DOWNERS GROVE, IL
Past

January 22, 1997 - July 22, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

November 20, 1987 - December 31, 1996

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
Past

November 20, 1987 - July 22, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

June 22, 1981 - December 11, 1987

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

June 22, 1981 - December 15, 1987

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA

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
Illinois
(7/6/2006)
IAR
Illinois
(3/13/2023)
RR
Indiana
(7/7/2006)
RR
Minnesota
(4/29/2021)
RR
New York
(1/8/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/10/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/12/1981
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: 8/2/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 9/20/1983
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/18/1981
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#: 109524Chicago, IL 60631-3557

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