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David Nell

Allstate Financial Advisors, LLC

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About David Nell

David Nell is a financial advisor with Allstate Financial Advisors, LLC. David is registered to provide investment advice in Texas. David has been working in the financial services industry since 2009. David is a licensed Series 6, 7, 63 and 66 representative and offers investment advice to individual clients. David has worked for several firms in the past, including Farmers Financial Solutions, LLC, Oppenheimer & Co. Inc., J.P. Morgan Securities LLC, UBS Financial Services Inc., Chase Investment Services Corp., Edward Jones, and Princor Financial Services Corporation. David has been an agent for Mutual of Omaha since 2011.

Firm Information

David Nell 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 Nell’s Registration & Firm History

TX

10/12/2023 - Present

Allstate Financial Advisors, LLC (Spring TX)

TX

03/09/2020 - 01/05/2021

FARMERS FINANCIAL SOLUTIONS, LLC (THE WOODLANDS TX)

TX

06/06/2019 - 02/25/2020

FARMERS FINANCIAL SOLUTIONS, LLC (SPRING TX)

TX

04/15/2016 - 04/27/2018

OPPENHEIMER & CO. INC. (THE WOODLANDS TX)

TX

10/09/2014 - 04/07/2016

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

TX

07/06/2012 - 10/15/2014

UBS FINANCIAL SERVICES INC. (THE WOODLANDS TX)

TX

01/18/2011 - 07/09/2012

CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)

TX

07/16/2009 - 12/09/2010

EDWARD JONES (SPRING TX)

TX

02/02/2009 - 07/07/2009

PRINCOR FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 10/09/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2009

Series 7 - General Securities Representative Examination

BC

Issued 01/31/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for David Nell. Review regulatory record here.
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