Michael Malone (CRD# 817458) is an Investment Advisor Representative working at Ethos Financial Group, LLC in King Of Prussia, PA and has over 43 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ethos Financial Group, LLC | King Of Prussia, PA | Dec 2023 - Current | < 1 |
| Michael Malone Investment Advisory | Paoli, PA | Sep 2016 - Current | 7 |
| Almanack Investment Partners, LLC | Wayne, PA | Nov 2020 - Dec 2023 | 3 |
| Kendal/crosslands | Kennett Square, PA | Apr 2014 - Dec 2023 | 9 |
| Mercap Advisors, Inc. | Paoli, PA | Jul 2015 - Nov 2020 | 5 |
| Pendle Hill | Wallingford, PA | Oct 2014 - Oct 2020 | 6 |
| Swarthmore Investment Management, Inc. | Swarthmore, PA | Apr 2004 - Sep 2016 | 12 |
| Merion Wealth Partners, LLC | Paoli, PA | Dec 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1980 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1994 |
- PA
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Total Assets Under Management914MILLIONS
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Total Number of Accounts2,482ACCOUNTS
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Average Account Value$368,225
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, CO, FL, LA, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA
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