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David Elliot Erb

Allstate Financial Advisors, LLC

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About David Elliot Erb

David Erb is an investment advisor representative associated with Allstate Financial Advisors, LLC, and is licensed in Texas. David is a highly experienced professional with over 20 years in the industry. David has a strong background in financial planning, portfolio management and investment advisory services. David can provide assistance with investment advisory services and selection of other advisors.

Firm Information

David Erb is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

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Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Third party advisory fees

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David Erb’s Registration & Firm History

NE

05/07/2021 - Present

Allstate Financial Advisors, LLC (Lincoln NE)

GA

01/04/2010 - 05/27/2010

CAPE SECURITIES INC. (MCDONOUGH GA)

GA

11/19/2009 - 12/21/2009

MML INVESTORS SERVICES, INC. (ATLANTA GA)

GA

09/30/2008 - 11/13/2009

PROEQUITIES, INC. (ATHENS GA)

GA

08/11/2008 - 09/18/2008

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

CO

05/15/2006 - 12/21/2007

TRANSAMERICA CAPITAL, INC. (DENVER CO)

NC

01/21/2004 - 05/10/2006

SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTE NC)

FL

12/19/2002 - 01/27/2004

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

CT

12/07/2000 - 04/26/2002

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 08/29/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2020

Series 24 - General Securities Principal Examination

BC

Issued 01/09/2020

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/13/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2003

Series 7 - General Securities Representative Examination

BC

Issued 12/06/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Elliot Erb.
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