Christopher Mallon (CRD# 6702234) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Huntingdon Valley, PA and has over 6 years of experience in the finance industry. Christopher Mallon 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 |
|---|---|---|---|
| Pennsylvania Capital Management | Huntingdon Valley, PA | May 2018 - Current | 5 |
| Hobbs Group Advisors, LLC | Columbia, SC | May 2016 - May 2018 | 2 |
| Hobbs Group Advisors, LLC | Columbia, SC | Feb 2015 - May 2016 | 1 |
| University Of South Carolina | Columbia, SC | Aug 2012 - May 2016 | 3 |
| Brady Financial Group | Exton, PA | Jun 2015 - Aug 2015 | < 1 |
| Campus Recreation | Columbia, SC | May 2014 - Jan 2015 | < 1 |
| Campus Recreation | Columbia, SC | Jan 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- PA
-
Total Assets Under Management678MILLIONS
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Total Number of Accounts1,079ACCOUNTS
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Average Account Value$628,364
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, LA, NH, NJ, NY, PA, TX
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