Donald MalloyCRD Number: 5298353
Current Firm: Transamerica Financial Advisors, Inc.
Donald Malloy (CRD# 5298353) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orange, CA and has over 7 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
|Lse Leading Security Expers Gmbh||Weiterstadt, CA||Jul 2015 - Current||1|
|Transamerica Financial Advisors, Inc.||Orange, CA||Jan 2012 - Current||5|
|World Financial Group, Inc.||Orange, CA||Sep 2011 - Current||5|
|Natures Sunshine Products||Provo, UT||Jun 2011 - Current||5|
|Initiative For Open Authentication||San Jose, CA||Jan 2009 - Current||8|
|Zwipe As||Oslo, Norway,||Apr 2014 - Jun 2015||1|
|Zwipe||Anaheim, CA||Feb 2014 - Jun 2015||1|
|Login People||San Francisco, CA||Jun 2014 - May 2015||< 1|
|Direct Rm, LLC||Aliso Viejo, CA||Sep 2013 - Mar 2014||< 1|
|Kobil Technologies, Inc.||San Francisco, CA||Mar 2013 - Sep 2013||< 1|
|Nagra Id||Los Angeles, CA||Oct 2009 - Mar 2013||3|
|Investment Advisors International, Inc.||San Jose, CA||Oct 2011 - Jan 2012||< 1|
|World Group Securities, Inc.||San Jose, CA||Sep 2011 - Jan 2012||< 1|
|Investment Advisors International, Inc.||San Jose, CA||Feb 2010 - Aug 2011||1|
|World Group Securities, Inc.||San Jose, CA||Feb 2007 - Aug 2011||4|
|World Financial Group, Inc.||San Jose, CA||Feb 2007 - Aug 2011||4|
|Innovative Card Technologies||Los Angeles, CA||Sep 2006 - Mar 2008||1|
|Ncryptone||Paris,||Aug 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2009|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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