David Erb is a registered investment advisor at Allstate Financial Advisors, LLC, based in Lincoln, NE, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
151 N 8th St Ste 450, Lincoln, NE, 68508-1380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Cape Investment Advisory, INC.
Cape Securities INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Investment Advisors
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Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Transamerica Capital, INC.Broker
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Planco Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.