Allstate Financial Advisors, LLC
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About this Advisor
James Mcgary is a financial advisor working in Bonita Springs, Florida, with 10 years of work experience. Mcgary is on the advisory team at Allstate Financial Advisors, LLC. During their career, the advisor has held roles at Mass Mutual, Mml Investors Services Inc, Kentucky Accounts Service and Allstate Insurance Company. Mcgary maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Allstate Financial Advisors, LLC is an advisory business that has its headquarters in Bonita Springs, Florida. The firm has offices in 36 locations and a total of 318 financial advisors. It administers $38 million in assets under management among its 158 customer accounts, placing it among the smaller investment advisory firms in the country by assets under management. The firm provides selection of other advisers. Fees charged by financial advisors largely depend on which services are provided. However, fee types billed by Allstate Financial Advisors, LLC typically consist of other fees.
Certifications and Registrations
Years of Experience
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Allstate Financial Advisors, LLC Brokerage Details
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Investment Advisory Services
- Selection of other advisers
James Mcgary Work History
James has 10 years of experience.
Allstate Insurance Company
Mml Investors Services Inc
Kentucky Accounts Service
James Mcgary has no disclosures.
Please visit their SEC profile for more details.