Allan Malina, financial advisor Lynchburg VA

Allan Malina

CRD Number: 4570812
Current Firm: Servus Capital Management

Allan Malina (CRD# 4570812) is an Investment Advisor Representative working at Servus Capital Management in Lynchburg, VA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Servus Capital Management LLC Spout Spring, VA Jun 2009 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Allan K. Malina
Phone Number: 434-316-0246
Firm Website:
Registered State(s):
  • OH
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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