Mahalene Dulay (CRD# 5122368) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Diego, CA and has over 16 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services, LLC | San Diego, CA | Apr 2018 - Current | 6 |
| Kestra Advisory Services, LLC | San Diego, CA | Apr 2018 - Current | 6 |
| Foresters Advisory Services LLC | San Diego, CA | Oct 2016 - Apr 2018 | 1 |
| Foresters Financial Services | San Diego, CA | Feb 2008 - Apr 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- CA
- TX
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Total Assets Under Management48,324MILLIONS
-
Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- 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
- 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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