Malana Helton (CRD# 2317419) is an Investment Advisor Representative working at Edward Jones in Opelousas, LA and has over 29 years of experience in the finance industry.
CRD# 2689932
Lifemark Securities Corp.
CRD# 4077949
Lpl Financial LLC
CRD# 5884619
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Jan 2024 - Current | < 1 |
| Edward Jones | St. Louis, MO | Feb 2013 - Jan 2024 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- LA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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