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Mark Daniel McGrail

Allstate Financial Advisors, LLC

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About Mark Daniel McGrail

Mark McGrail is a financial advisor with Allstate Financial Advisors, LLC. Mark is a registered representative with the firm and has been in the industry since 2000. Mark has a Series 6 and a Series 63 license. Mark also has a Series 65 license, which allows him to provide investment advice to clients in South Carolina. Mark has previous experience with Park Avenue Securities LLC, and Northwestern Mutual Investment Services, LLC.

Firm Information

Mark McGrail is currently registered with Allstate Financial Advisors, LLC. Allstate Financial Advisors, LLC is an investment advisor located in LINCOLN, NE. The firm has 350 investment adviser representatives and manages approximately $62,134,830 in assets for 189 individuals. They provide selection of other advisors.
Allstate Financial Advisors, LLC

151 N 8TH STREET, SUITE 450

LINCOLN, NE 68508

$62.13M

Assets Under Management

Not reported

Total Clients

326

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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Fee Structure

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other

Third party advisory fees

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Mark McGrail’s Registration & Firm History

SC

02/21/2017 - Present

Allstate Financial Advisors, LLC (Simpsonville SC)

SC

06/28/2001 - 12/23/2009

PARK AVENUE SECURITIES LLC (GREENVILLE SC)

WI

08/22/2000 - 03/07/2001

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 09/26/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/07/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Daniel McGrail.
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