Robert MaloneCRD Number: 4486589
Current Firm: 1st Global Advisors Inc.
Robert Malone (CRD# 4486589) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Raleigh, NC and has over 15 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|1st Global Insurance Services, Inc.||Raleigh, NC||Nov 2004 - Current||13|
|1st Global Advisors, Inc.||Raleigh, NC||Mar 2002 - Current||15|
|1st Global Capital Corp||Raleigh, NC||Jan 2002 - Current||15|
|Hughes Pittman & Gupton LLP||Raleigh, NC||Jun 1990 - Current||27|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV