Mallory Davis (CRD# 7738339) is an Investment Advisor Representative working at Ma Private Wealth, LLC in San Carlos, CA and has 1 year of experience in the finance industry. Mallory Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ma Private Wealth | San Carlos, CA | Jul 2021 - Current | 2 |
| Silicon Valley Community Foundation | Mountain View, CA | Nov 2019 - Jul 2021 | 1 |
| Homemaker | North Salt Lake, UT | May 2019 - Nov 2019 | < 1 |
| Albion Financial Group | Salt Lake City, UT | Nov 2016 - May 2019 | 2 |
| Westech Engineering, Inc. | Salt Lake City, UT | Oct 2014 - Nov 2016 | 2 |
| State Of Utah | Provo, UT | May 2013 - Oct 2014 | 1 |
- CA
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Total Assets Under Management513MILLIONS
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Total Number of Accounts345ACCOUNTS
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Average Account Value$1,487,421
- 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)
CA, CO, FL, NV, TX, WA
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