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professional profile

Malcolm A Makin, CFP

AgentRRIAR Westerly, RI CRD 851143 Last verified October 2026

Overview

Malcolm A Makin is an insurance agent, a registered representative and an investment adviser representative based in Westerly, RI, with 51 years in the industry.

Years in the industry
51
States licensed
7
States registered
40
Carrier appointments
11

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 7 states
  • Registered in 40 states
  • Producer
  • Series 1
  • Series 24
  • Series 63
  • Series 7
  • SIE

5 lines of authority, with every state and its dates

Firms

Employment history since 1978

Carriers

11 active carrier appointments

Book and practice

Firm assets under management on file

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