Mark
Mcgrail

Allstate Financial Advisors, LLC

CRD#4211277
Investment Advisor
in Simpsonville, SC

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About this Advisor

Mark Mcgrail is a financial advisor based in Simpsonville, South Carolina with 6 years of relevant experience. Mcgrail is on the advisory team at Allstate Financial Advisors, LLC. Their career trajectory has included roles at Guardian Life Insurance Company, Capital Design Associates, Inc and Allstate Insurance Company. Mcgrail has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in South Carolina. Allstate Financial Advisors, LLC is a financial advisory business operating out of Lincoln, NE. The company has offices in 39 locations and a total of 335 people on staff. It controls $29 million in total assets between its 139 customer accounts, making it one of the smaller firms in the United States by assets under management. The advisory firm offers selection of other advisers. A financial advisor's fee schedules usually depend on the services provided. However, fees billed by Allstate Financial Advisors, LLC typically consist of other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

6 years

Services Offered

Selection of other advisers

Fee Structure

Others

Office Location

1004 W Georgia Rd Ste A
Simpsonville, SC 29680-7423

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Allstate Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$28,519,077

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

335

SC Average: 226
Total Number of Accounts

139

SC Average: 7,467
Average Account Size

$205,173

SC Average: $264,928

Investment Advisory Services

  • Selection of other advisers

Mark Mcgrail Work History

Mark has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Allstate Insurance Company

2015 - 2016 (1 year)

Guardian Life Insurance Company

2009 - 2015 (6 years)

Capital Design Associates, Inc

2001 - 2015 (14 years)

Guardian Life Insurance Company

2001 - 2015 (14 years)

Capital Design Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Mcgrail 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

Shannon Wiatrek
Lincoln, NE
Kevin Taalman
Northbrook, IL
Jamaal Moore
Sugar Land, TX
Trish Le
San Francisco, CA
Joseph Beranger
Ventura, CA
Lester Norwood
Newport News, VA
Annie Cronin
Daly City, CA
Neetaben Patel
Grayson, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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