Michael Mall (CRD# 5840154) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Cherry Hill, NJ and has over 13 years of experience in the finance industry. Michael Mall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Nexus Medicare Solutions, LLC | Cherry Hill, NJ | Aug 2021 - Current | 2 |
Fusion Capital Management | Dallas, TX | Jul 2019 - Current | 4 |
Virtue Capital Management | Nashville, TN | Jul 2014 - Current | 9 |
Mall Retirement Group, LLC | Marlton, NJ | Aug 2010 - Current | 13 |
Mall Retirement Group LLC | Marlton, NJ | Feb 2003 - Current | 21 |
Mall Retirement Group, LLC | Marlton, NJ | Feb 2003 - Current | 21 |
Proequities Inc. | Birmingham, AL | Jun 2014 - Dec 2015 | 1 |
Center Street Securities | Nashville, TN | Apr 2012 - Jul 2014 | 2 |
Brookstone Capital Management | Wheaton, IL | Aug 2010 - Jul 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2012 |
S65 | NASAA Investment Advisors Law Examination | Jul 2010 |
- NJ
- TX
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Total Assets Under Management530MILLIONS
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Total Number of Accounts5,646ACCOUNTS
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Average Account Value$93,824
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, VT, WA, WI, WV, WY
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