James Makal (CRD# 4008463) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Bloomsburg, PA and has over 6 years of experience in the finance industry.
CRD# 5625453
Private Advisor Group, LLC
CRD# 2215408
Ameriprise Financial Services, LLC
CRD# 1209925
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Makal Financial Services, LLC | Huntsville, AL | Aug 2019 - Current | 4 |
| Allstate Insurance Company | Huntsville, AL | Jan 2018 - Current | 6 |
| Higdon Insurance Group | Huntsville, AL | Jan 2018 - Jul 2018 | < 1 |
| Usha | Biloxi, MS | Jun 2017 - Jan 2018 | < 1 |
| Express Professionals | Biloxi, MS | Jan 2017 - Jun 2017 | < 1 |
| South Mississippi Hockey | Gulfport, MS | Apr 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2018 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- PA
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Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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