Steven ChafinCRD Number: 4786776
Current Firm: Allstate Financial Advisors, LLC
Steven Chafin (CRD# 4786776) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Spring Branch, TX and has over 18 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Ameriprise Financial Services, LLC
|Allstate||Spring Branch, TX||May 2021 - Current||1|
|The Chafin Agency, LLC||Spring Branch, TX||May 2021 - Current||1|
|Unemployed||San Antonio, TX||Jul 2020 - May 2021||< 1|
|Puritan Brokerage Services Inc.||San Antonio, TX||Apr 2019 - Jul 2020||1|
|Commonwealth Financial Network||San Antonio, TX||Feb 2016 - Apr 2019||3|
|Sonterra Insurance Group||San Antonio, TX||Mar 2016 - Apr 2018||2|
|Proequities, Inc.||San Antonio, TX||Jun 2013 - Apr 2016||2|
|Futurity First||San Antonio, TX||Apr 2013 - Apr 2016||3|
|The Gata Group||San Antonio, TX||Oct 2010 - Jan 2016||5|
|Eagle Strategies LLC||San Antonio, TX||Jun 2011 - Apr 2013||1|
|Nylife Securities LLC||San Antonio, TX||May 2010 - Apr 2013||2|
|New York Life||San Antonio, TX||May 2010 - Apr 2013||2|
|Nyl Securities||San Antonio, TX||May 2010 - Apr 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management31MILLIONS
Total Number of Accounts166ACCOUNTS
Average Account Value$187,468
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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