James
Mcgary

Allstate Financial Advisors, LLC

CRD#5616577
Investment Advisor
in Bonita Springs, FL
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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

Series 63, Series 65

Years of Experience

10 years

Services Offered

Selection of other advisers

Fee Structure

Others

Disclosures

No

Office Location

10020 Coconut Rd Ste 144
Bonita Springs, FL 34135-8136

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$37,476,285

FL Average: $6,674,516,078
Total Number of Employees

393

FL Average: 44
Total Number of Accounts

208

FL Average: 2,564
Average Account Size

$180,174

FL Average: $2,603,165

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Investment Advisory Services

  • Selection of other advisers

James Mcgary Work History

James has 10 years of experience.

2018 - Present (1 year)

Allstate Insurance Company

2009 - 2018 (9 years)

Mass Mutual

2009 - 2018 (9 years)

Mml Investors Services Inc

2008 - 2008 (< 1 year)

Kentucky Accounts Service

Disclosures

James Mcgary has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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