Michael Malone (CRD# 6735138) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Haslet, TX and has over 7 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Westlake, TX | Dec 2022 - Current | 1 |
Td Ameritrade | Westlake, TX | Dec 2016 - Dec 2022 | 6 |
Unemployed | Fort Worth, TX | Sep 2016 - Dec 2016 | < 1 |
Discount Steel And Hardware | Fort Worth, TX | Jun 2015 - Sep 2016 | 1 |
Unemployed | Fort Worth, TX | Feb 2015 - Jun 2015 | < 1 |
Patterson Uti | Oklahoma City, OK | Aug 2014 - Feb 2015 | < 1 |
Priceless Water Well Service | Keller, TX | May 2014 - Aug 2014 | < 1 |
Unemployed | Fort Worth, TX | Jan 2014 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
S63 | Uniform Securities State Law Examination | Feb 2017 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.