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Gerald Ray Heiple

Investment Adviser Representative at Allstate Financial Advisors, LLC

Atlanta, GACRD #2247204Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gerald Ray Heiple is an investment adviser representative with Allstate Financial Advisors, LLC in Atlanta, GA, where they have been registered since 2008. They have worked in the securities industry since 1993 and were previously registered with 1717 Capital Management Company. They have passed 8 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Georgia.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia
Broker:
2 states and territories

Georgia, Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/2/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 2/5/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/21/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/17/1992
Series 51
Municipal Fund Securities Principal Examination
Passed 5/12/2008
Series 24
General Securities Principal Examination
Passed 11/28/2005
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 4/28/1995

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Allstate Financial Advisors, LLCCurrent
8/26/2008 – Atlanta, GA
Allstate Financial Services, LLCCurrent
3/10/2008 – Acworth, GA
1717 Capital Management Company
4/3/2007 – 7/11/2007Atlanta, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Allstate Insurance Co
    Feb 2008 – no end date reportedNorthbrook, IL
  2. Allstate Financial Advisors, LLC
    Aug 2008 – no end date reportedLincoln, NE
  3. J Heiple - Artist
    Feb 2013 – no end date reportedAcworth, GA
  4. J Heiple - Artist
    Jun 2017 – no end date reportedAcworth, GA
  5. Gerald Heiple CLU LUTCF - Arbitration - FINRA
    Jan 2025 – no end date reportedAcworth, GA
  6. Allstate Financial Services, LLC
    Feb 2008 – no end date reportedLincoln, NE

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Allstate Financial Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Selection of Other Advisers

Client types the firm serves

Individuals

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
332
Offices listed on AdvisorFinder:
25
Main office:
Lincoln, NE
SEC file number:
801-68510

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gerald Ray Heiple has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Gerald Ray Heiple (Allstate Financial Advisors)