Crystal Strong
Crystal Strong is a registered investment advisor at Allstate Financial Advisors, LLC, based in Lincoln, NE, with 4 years of industry experience. Crystal 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Crystal sells household items, clothing, and shoes on Poshmark and Mercari, and rents a booth at a flea market. She also drives for Spark, delivering groceries from Walmart, and owns rental property; these activities take about 10-20% of her time.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Allstate Financial Services, LLC
Previous Registrations
Alliance-One Investments, LLCBroker
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations1 state
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