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Noe Bardomiano Lumbreras

Allstate Financial Services, LLC

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About Noe Bardomiano Lumbreras

Noe Lumbreras is a financial advisor with Allstate Financial Services, LLC. Noe has been in the financial services industry since June 4, 2006. Noe is registered in California, Idaho, Oregon, Texas, Utah, and Washington. Noe has passed the Series 6, Series 63 and SIE exams. In the past, Noe Lumbreras has also worked for Transamerica Financial Advisors, Inc, World Group Securities, Inc, and Allstate Financial Services, LLC.

Firm Information

Noe Lumbreras is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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.

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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Noe Lumbreras’s Registration & Firm History

OR

10/31/2012 - Present

Allstate Financial Services, LLC (Happy Valley OR)

OR

01/06/2012 - 10/01/2012

TRANSAMERICA FINANCIAL ADVISORS, INC (PORTLAND OR)

OR

01/14/2011 - 01/06/2012

WORLD GROUP SECURITIES, INC. (PORTLAND OR)

OR

07/08/2010 - 09/01/2010

ALLSTATE FINANCIAL SERVICES, LLC (PORTLAND OR)

OR

10/05/2007 - 06/04/2010

ALLSTATE FINANCIAL SERVICES, LLC (PORTLAND OR)

GA

11/21/2005 - 10/25/2007

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 11/23/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Noe Bardomiano Lumbreras. Review regulatory record here.
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