William Malone (CRD# 6593547) is an Investment Advisor Representative working at Vault Wealth in Oklahoma City, OK and has over 8 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Community Hospital South | Oklahoma City, OK | May 2023 - Current | < 1 |
| Vault Wealth Strategies, LLC | Moore, OK | Nov 2019 - Current | 4 |
| Community Hospital South | Oklahoma City, OK | Nov 2019 - Apr 2023 | 3 |
| Edward Jones | St. Louis, OK | Jan 2016 - Oct 2019 | 3 |
| Integris Health, Inc. | Oklahoma City, OK | Jun 2014 - Dec 2015 | 1 |
| Integris Health, Inc. | Oklahoma City, OK | Jan 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- OK
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts541ACCOUNTS
-
Average Account Value$80,044
- 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
- Pension consulting services
OK, TX
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