James
Makal

Allstate Financial Advisors, LLC

CRD#4008463
Investment Advisor
in Bloomsburg, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

James Makal is a financial advisor based in Bloomsburg, Pennsylvania, working with Allstate Financial Advisors, LLC. James has previously held positions at Higdon Insurance Group, South Mississippi Hockey, Express Professionals, Usha, Allstate Insurance Company, and Makal Financial Services, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, James is part of Allstate Financial Advisors, LLC, which operates out of Bloomsburg, Pennsylvania. The firm has 39 offices and 350 employees. The firm manages assets totaling $62.1 million and offers services including the selection of other advisers. The fee structure at Allstate Financial Advisors, LLC includes other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

16 W Main St
Bloomsburg, PA 17815-1703

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$62,134,830

PA Average: $1,978,216,465
Total Number of Employees

350

PA Average: 226
Total Number of Accounts

189

PA Average: 7,467
Average Account Size

$328,756

PA Average: $264,928

Investment Advisory Services

  • Selection of other advisers

James Makal Work History

2019 - Present (6 years)

Makal Financial Services, LLC

2018 - Present (7 years)

Allstate Insurance Company

2018 - 2018 (< 1 year)

Higdon Insurance Group

2017 - 2017 (< 1 year)

Express Professionals

2017 - 2018 (1 year)

Usha

2014 - 2016 (2 years)

South Mississippi Hockey

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of James Makal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allstate Financial Advisors, LLC

Matthew Walsh
Lincoln, NE
James Makal
Bloomsburg, PA
Suzanne Nitzberg
Roslyn, NY
Joseph Volpi
Nashville, TN
Kevin Klipp
Jacksonville, FL
Marlen Osadchy
Brooklyn, NY
Travis Work
Omaha, NE
Patrick Hamilton
Mount Prospect, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started