Mark McGrail (CRD# 4211277) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Simpsonville, SC and has over 22 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Company | Spartanburg, SC | Feb 2016 - Current | 8 |
| Guardian Life Insurance Company | Greenville, SC | Dec 2015 - Feb 2016 | < 1 |
| Guardian Life Insurance Company | New York, NY | Jun 2001 - Dec 2015 | 14 |
| Capital Design Associates, Inc. | Greenville, SC | Dec 2009 - Mar 2015 | 5 |
| Capital Design Associates, Inc. | Greenville, SC | May 2001 - Mar 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2001 |
| S63 | Uniform Securities State Law Examination | Sep 2016 |
- SC
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
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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