B. Malcolm, financial advisor Covington GA
93 score

B. Malcolm

CRD Number: 868534
Current Firm: Legend Advisory Corporation

B. Malcolm (CRD# 868534) is an Investment Advisor Representative working at Legend Advisory Corporation in Covington, GA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Legend Equities Corporation Palm Beach Gardens, FL Oct 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for B. F. Malcolm
Phone Number: (866) 774-8671
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,105
    MILLIONS
  • Total Number of Accounts
    29,775
    ACCOUNTS
  • Average Account Value
    $70,710
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AK, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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