George Mallini (CRD# 6467042) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 9 years of experience in the finance industry.
CRD# 6799435
Charles Schwab & Company, Inc.
CRD# 3100041
Ubs Financial Services Inc.
CRD# 6763204
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Together And/or Together Planning | Gainesville, FL | Mar 2015 - Current | 9 |
| Together And/or Together Planning | Gainesville, FL | Nov 2018 - Feb 2021 | 2 |
| Ameris Bank | Gainesville, FL | May 2015 - Oct 2016 | 1 |
| Merchants & Southern Bank | Gainesville, FL | Nov 1985 - May 2015 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2015 |
- AL
- FL
- GA
- NC
-
Total Assets Under Management129MILLIONS
-
Total Number of Accounts500ACCOUNTS
-
Average Account Value$257,806
- 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
AL, FL, GA, NC, TX
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