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Steven David Chafin

Allstate Financial Advisors, LLC

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About Steven David Chafin

Steven Chafin is an Investment Advisor Representative at Allstate Financial Advisors, LLC. Steven has been in the industry since May 8, 2006. Steven is registered with the state of Texas. Prior to joining Allstate Financial Advisors, LLC, Steven worked at Puritan Brokerage Services, Inc., ProEquities, Inc., NYLIFE Securities LLC, USAA Financial Advisors, Inc., Securian Financial Services, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Steven has passed the Series 66, Series 7 and SIE exams.

Firm Information

Steven Chafin 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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Steven Chafin’s Registration & Firm History

TX

06/04/2021 - Present

Allstate Financial Advisors, LLC (Spring Branch TX)

TX

06/20/2019 - 08/02/2019

PURITAN BROKERAGE SERVICES, INC. (PLANO TX)

TX

06/12/2013 - 05/20/2016

PROEQUITIES, INC. (SAN ANTONIO TX)

TX

07/15/2010 - 04/04/2013

NYLIFE SECURITIES LLC (SAN ANTONIO TX)

TX

11/13/2006 - 11/05/2009

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

01/11/2006 - 09/21/2006

SECURIAN FINANCIAL SERVICES, INC. (SAN ANTONIO TX)

MN

05/27/2004 - 12/21/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

05/27/2004 - 12/21/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/01/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven David Chafin. Review regulatory record here.
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