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BC

Brian L. Curry

ALLSTATE FINANCIAL ADVISORS
Morgantown, WV 26505-3785
Some features on this profile are disabled
CRD#: 7964209
BC
Brian Lee Curry IIALLSTATE FINANCIAL ADVISORS

Professional summary

Brian Lee Curry II, who also goes by Brian Curry, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Morgantown, West Virginia and ALLSTATE FINANCIAL SERVICES, LLC located in Morgantown, West Virginia.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Brian has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Brian Curry

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.
OLD AMERICAN INSURANCE COMPANY POSITION: Life Insurance Agent NATURE: Final Expense life insurance plans INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/19/2022 ADDRESS: 3520 Broadway Blvd, Kansas City MO 64111, United States DESCRIPTION: None EQUITABLE ADVISORS POSITION: Financial Advisor NATURE: Financial Advisor - building financial plans for clients. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/26/2024 ADDRESS: 430 Drummond St, Morgantown WV 26505, United States DESCRIPTION: None ACCOUNTING & FINANCIAL MANAGEMENT, LLC POSITION: Accounting Interniship NATURE: accounting INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 06/08/2026 ADDRESS: 3467 University Ave, Suite 200, Morgantown WV 26506, United States DESCRIPTION: client acquisition, accounting, and tax preparation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lee Curry 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

October 30, 2025 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 1756 Mileground Rd Ste C, Morgantown, WV 26505-3785
RIA
CRD#: 109524
Morgantown, WV
Current

October 28, 2025 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 1756 Mileground Rd Ste C, Morgantown, WV 26505-3785
BD
CRD#: 18272
Morgantown, WV
Past

August 26, 2024 - May 8, 2025

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
MORGANTOWN, WV
Past

August 23, 2024 - May 8, 2025

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
MORGANTOWN, WV

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
Maryland
(2/23/2026)
RR
Pennsylvania
(2/23/2026)
RR
Virginia
(2/23/2026)
RR
West Virginia
(10/28/2025)
IAR
West Virginia
(10/30/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/23/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/5/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/1/2024
Securities Industry Essentials 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#: 109524Morgantown, WV 26505-3785

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